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CWA Asset Management Group’s Zoom ZM Stock Holding History

CWA Asset Management Group’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
2026
Q2 		$8.34M Buy
96,685
+9,941
+11% +$940K 0.25% 84
2026
Q1 		$6.97M Buy
86,744
+12,771
+17% +$1.07M 0.24% 95
2025
Q4 		$6.38M Buy
73,973
+6,839
+10% +$576K 0.23% 93
2025
Q3 		$5.54M Buy
+67,134
New +$5.24M 0.21% 103
2024
Q1 		$871K Buy
+13,330
New +$888K 0.05% 249

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

CWA Asset Management Group's ZM Position: Q2 2026 in Review

CWA Asset Management Group increased its Zoom (ZM) stake by 11% in Q2 2026, buying an estimated $940K and bringing the position to 96,685 shares worth $8.34M. The position accounts for 0.25% of the portfolio, ranked #84.

CWA Asset Management Group first reported a position in ZM in Q1 2024 and has held it in 5 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • CWA Asset Management Group held 96,685 shares of Zoom worth $8.34M as of Q2 2026.
  • CWA Asset Management Group bought 9,941 Zoom shares in Q2 2026, an estimated $940K.
  • Zoom made up 0.25% of CWA Asset Management Group's portfolio in Q2 2026, its #84 holding.
  • CWA Asset Management Group first reported a position in Zoom in Q1 2024 and has held it in 5 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.