CX Institutional’s Zoom ZM Stock Holding History

CX Institutional’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 Q3	$24K	Buy	262 +81	+45%	+$7.72K	﹤0.01%	1193
2026 Q2	$16K	Buy	181 +44	+32%	+$4.16K	﹤0.01%	1226
2026 Q1	$11K	Buy	+137	New	+$11.5K	﹤0.01%	1285
2022 Q3	–	Sell	-116	Closed	-$13K	–	1154
2022 Q2	$13K	Buy	+116	New	+$12.2K	﹤0.01%	916
2022 Q1	–	Sell	-5,437	Closed	-$1M	–	408
2021 Q4	$1M	Buy	5,437 +1,215	+29%	+$286K	0.08%	203
2021 Q3	$1.1M	Sell	4,222 -488	-10%	-$165K	0.09%	202
2021 Q2	$1.82M	Buy	+4,710	New	+$1.57M	0.15%	165

Other funds holding ZM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

CX Institutional's ZM Position: Q3 2026 in Review

CX Institutional increased its Zoom (ZM) stake by 45% in Q3 2026, buying an estimated $7.72K and bringing the position to 262 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

CX Institutional first reported a position in ZM in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.82M in Q2 2021. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

CX Institutional held 262 shares of Zoom worth $24K as of Q3 2026.
CX Institutional bought 81 Zoom shares in Q3 2026, an estimated $7.72K.
Zoom made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1193 holding.
CX Institutional first reported a position in Zoom in Q2 2021 and has held it in 7 quarters since.
CX Institutional's Zoom position peaked at $1.82M in Q2 2021.
187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.