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Essential Partners’s Zoom ZM Stock Holding History

Essential 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 		$250K Sell
2,750
-518
-16% -$49.4K 0.11% 200
2026
Q2 		$282K Sell
3,268
-1,400
-30% -$132K 0.13% 173
2026
Q1 		$375K Sell
4,668
-13,906
-75% -$1.16M 0.13% 188
2025
Q4 		$1.6M Buy
18,574
+11,421
+160% +$961K 0.49% 39
2025
Q3 		$590K Buy
7,153
+2,467
+53% +$192K 0.19% 145
2025
Q2 		$365K Buy
+4,686
New +$362K 0.15% 200

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Essential Partners's ZM Position: Q3 2026 in Review

Essential Partners reduced its Zoom (ZM) stake by 16% in Q3 2026, selling an estimated $49.4K and leaving 2,750 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #200.

Essential Partners first reported a position in ZM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q4 2025. 115 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Essential Partners held 2,750 shares of Zoom worth $250K as of Q3 2026.
  • Essential Partners sold 518 Zoom shares in Q3 2026, an estimated $49.4K.
  • Zoom made up 0.11% of Essential Partners's portfolio in Q3 2026, its #200 holding.
  • Essential Partners first reported a position in Zoom in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Zoom position peaked at $1.6M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.