DiNuzzo Private Wealth
ZM icon

DiNuzzo Private Wealth’s Zoom ZM Stock Holding History

DiNuzzo Private Wealth’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 		$3.27K Hold
36
– – ﹤0.01% 512
2026
Q2 		$3.11K Hold
36
– – ﹤0.01% 529
2026
Q1 		$2.9K Hold
36
– – ﹤0.01% 521
2025
Q4 		$3.11K Hold
36
– – ﹤0.01% 495
2025
Q3 		$2.93K Hold
36
– – ﹤0.01% 510
2025
Q2 		$2.81K Buy
36
+4
+13% +$309 ﹤0.01% 509
2025
Q1 		$2.36K Hold
32
– – ﹤0.01% 534
2024
Q4 		$2.61K Buy
32
+3
+10% +$236 ﹤0.01% 503
2024
Q3 		$2.02K Buy
29
+7
+32% +$438 ﹤0.01% 608
2024
Q2 		$1.3K Buy
22
+13
+144% +$799 ﹤0.01% 688
2024
Q1 		$589 Hold
9
– – ﹤0.01% 929
2023
Q4 		$648 Buy
+9
New +$595 ﹤0.01% 884

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

DiNuzzo Private Wealth's ZM Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Zoom (ZM) position steady in Q3 2026 at 36 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

DiNuzzo Private Wealth first reported a position in ZM in Q4 2023 and has held it in 12 quarters since. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • DiNuzzo Private Wealth held 36 shares of Zoom worth $3.27K as of Q3 2026.
  • DiNuzzo Private Wealth left its Zoom share count unchanged in Q3 2026.
  • Zoom made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #512 holding.
  • DiNuzzo Private Wealth first reported a position in Zoom in Q4 2023 and has held it in 12 quarters since.
  • 187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.