EWP
ZM icon

Elevation Wealth Partners’s Zoom ZM Stock Holding History

Elevation Wealth Partners’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 		$17.6K Buy
204
+143
+234% +$13.5K 0.01% 630
2026
Q1 		$4.9K Sell
61
-59
-49% -$4.94K ﹤0.01% 718
2025
Q4 		$10.4K Buy
120
+28
+30% +$2.36K ﹤0.01% 476
2025
Q3 		$7.59K Buy
+92
New +$7.18K ﹤0.01% 419
2025
Q2 		– Sell
-100
Closed -$7.73K – 502
2025
Q1 		$7.38K Buy
+100
New +$7.97K ﹤0.01% 387

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

Elevation Wealth Partners's ZM Position: Q2 2026 in Review

Elevation Wealth Partners increased its Zoom (ZM) stake by 234% in Q2 2026, buying an estimated $13.5K and bringing the position to 204 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #630.

Elevation Wealth Partners first reported a position in ZM in Q1 2025 and has held it in 5 quarters since. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Elevation Wealth Partners held 204 shares of Zoom worth $17.6K as of Q2 2026.
  • Elevation Wealth Partners bought 143 Zoom shares in Q2 2026, an estimated $13.5K.
  • Zoom made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #630 holding.
  • Elevation Wealth Partners first reported a position in Zoom in Q1 2025 and has held it in 5 quarters since.
  • 869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.