Creative Planning’s Zoom ZM Stock Holding History

Creative Planning’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,000	Closed	-$14K	–	2234
2021 Q2	$14K	Hold	2,000	–	–	﹤0.01%	2002
2021 Q1	$87K	Sell	2,000 -8,800	-81%	-$3.24M	﹤0.01%	2272
2020 Q4	$674K	Buy	10,800 +9,600	+800%	+$4.28M	﹤0.01%	1147
2020 Q3	$5K	Buy	+1,200	New	+$384K	﹤0.01%	2048
2020 Q2	–	Sell	-2,000	Closed	-$6K	–	2155
2020 Q1	$6K	Buy	+2,000	New	+$197K	﹤0.01%	1794

Other funds holding ZM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Creative Planning's ZM Position: Q1 2026 in Review

Creative Planning reduced its Zoom (ZM) stake by 35% in Q1 2026, selling an estimated $5.49M and leaving 120,096 shares worth $9.65M. The position accounts for 0.01% of the portfolio, ranked #713.

Creative Planning first reported a position in ZM in Q3 2019 and has held it in 27 quarters since. The position peaked at $85.8M in Q4 2019. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Creative Planning held 120,096 shares of Zoom worth $9.65M as of Q1 2026.
Creative Planning sold 65,594 Zoom shares in Q1 2026, an estimated $5.49M.
Zoom made up 0.01% of Creative Planning's portfolio in Q1 2026, its #713 holding.
Creative Planning first reported a position in Zoom in Q3 2019 and has held it in 27 quarters since.
Creative Planning's Zoom position peaked at $85.8M in Q4 2019.
814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.