Empirical Wealth Management’s Zoom ZM Stock Holding History

Empirical 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	$656K	Buy	7,603 +273	+4%	+$25.8K	0.01%	554
2026 Q1	$589K	Buy	7,330 +1,174	+19%	+$98.3K	0.01%	519
2025 Q4	$531K	Buy	6,156 +2,932	+91%	+$247K	0.01%	487
2025 Q3	$266K	Buy	+3,224	New	+$252K	0.01%	658
2021 Q3	–	Sell	-543	Closed	-$210K	–	490
2021 Q2	$210K	Buy	+543	New	+$181K	0.01%	419

Other funds holding ZM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Empirical Wealth Management increased its Zoom (ZM) stake by 3.7% in Q2 2026, buying an estimated $25.8K and bringing the position to 7,603 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #554.

Empirical Wealth Management first reported a position in ZM in Q2 2021 and has held it in 5 quarters since. 281 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Empirical Wealth Management held 7,603 shares of Zoom worth $656K as of Q2 2026.
Empirical Wealth Management bought 273 Zoom shares in Q2 2026, an estimated $25.8K.
Zoom made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #554 holding.
Empirical Wealth Management first reported a position in Zoom in Q2 2021 and has held it in 5 quarters since.
281 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.