Everhart Financial Group’s Zoom ZM Stock Holding History

Everhart Financial Group’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	$570K	Sell	6,601 -548	-8%	-$51.8K	0.04%	257
2026 Q1	$575K	Buy	7,149 +79	+1%	+$6.62K	0.05%	248
2025 Q4	$610K	Buy	7,070 +441	+7%	+$37.1K	0.06%	234
2025 Q3	$547K	Buy	6,629 +313	+5%	+$24.4K	0.05%	234
2025 Q2	$493K	Sell	6,316 -172	-3%	-$13.3K	0.06%	224
2025 Q1	$479K	Buy	6,488 +390	+6%	+$31.1K	0.07%	214
2024 Q4	$498K	Buy	6,098 +820	+16%	+$64.5K	0.1%	192
2024 Q3	$368K	Buy	5,278 +1,575	+43%	+$98.4K	0.08%	233
2024 Q2	$219K	Buy	+3,703	New	+$227K	0.06%	275

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

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

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

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 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 $3.28B AUM 34.07% 1-Year Est. Return

Everhart Financial Group's ZM Position: Q2 2026 in Review

Everhart Financial Group reduced its Zoom (ZM) stake by 7.7% in Q2 2026, selling an estimated $51.8K and leaving 6,601 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #257.

Everhart Financial Group first reported a position in ZM in Q2 2024 and has held it in 9 quarters since. The position peaked at $610K in Q4 2025. 145 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Everhart Financial Group held 6,601 shares of Zoom worth $570K as of Q2 2026.
Everhart Financial Group sold 548 Zoom shares in Q2 2026, an estimated $51.8K.
Zoom made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #257 holding.
Everhart Financial Group first reported a position in Zoom in Q2 2024 and has held it in 9 quarters since.
Everhart Financial Group's Zoom position peaked at $610K in Q4 2025.
145 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.