Elevation Wealth Partners
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
Q3 		$43.3K Buy
477
+273
+134% +$26K 0.01% 438
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Elevation Wealth Partners's ZM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Zoom (ZM) stake by 134% in Q3 2026, buying an estimated $26K and bringing the position to 477 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #438.

Elevation Wealth Partners first reported a position in ZM in Q1 2025 and has held it in 6 quarters since. 373 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Elevation Wealth Partners held 477 shares of Zoom worth $43.3K as of Q3 2026.
  • Elevation Wealth Partners bought 273 Zoom shares in Q3 2026, an estimated $26K.
  • Zoom made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #438 holding.
  • Elevation Wealth Partners first reported a position in Zoom in Q1 2025 and has held it in 6 quarters since.
  • 373 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.