Diversify Wealth Management’s Zoom ZM Stock Holding History

Diversify Wealth Management’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	$823K	Buy	9,027 +4,676	+107%	+$442K	0.01%	704
2026 Q1	$417K	Buy	+4,351	New	+$364K	0.01%	857

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Diversify Wealth Management's ZM Position: Q2 2026 in Review

Diversify Wealth Management increased its Zoom (ZM) stake by 107% in Q2 2026, buying an estimated $442K and bringing the position to 9,027 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #704.

Diversify Wealth Management first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Diversify Wealth Management held 9,027 shares of Zoom worth $823K as of Q2 2026.
Diversify Wealth Management bought 4,676 Zoom shares in Q2 2026, an estimated $442K.
Zoom made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #704 holding.
Diversify Wealth Management first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.