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Dogwood Wealth Management’s Zoom ZM Stock Holding History

Dogwood 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 		$1.21K Buy
+14
New +$1.32K ﹤0.01% 751
2026
Q1 		– Sell
-21
Closed -$1.81K – 921
2025
Q4 		$1.81K Buy
+21
New +$1.77K ﹤0.01% 573
2025
Q3 		– Sell
-53
Closed -$4.1K – 817
2025
Q2 		$4.1K Buy
+53
New +$4.1K ﹤0.01% 506
2024
Q3 		– Hold
0
– – – 526
2024
Q2 		– Hold
0
– – – 554
2024
Q1 		– Hold
0
– – – 558
2023
Q4 		– Hold
0
– – – 519

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management opened a new position in Zoom (ZM) in Q2 2026: 14 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in ZM as recently as Q4 2025.

Dogwood Wealth Management first reported a position in ZM in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.1K in Q2 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Dogwood Wealth Management held 14 shares of Zoom worth $1.21K as of Q2 2026.
  • Zoom was a new Dogwood Wealth Management position in Q2 2026.
  • Zoom made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #751 holding.
  • Dogwood Wealth Management first reported a position in Zoom in Q2 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's Zoom position peaked at $4.1K in Q2 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.