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 – 504
2025
Q1 		$7.38K Buy
+100
New +$7.97K ﹤0.01% 387

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return