First Heartland Consultants’s Zoom ZM Stock Holding History

First Heartland Consultants’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	$1.87M	Buy	+20,597	New	+$1.96M	0.12%	145

Other funds holding ZM

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

First Heartland Consultants's ZM Position: Q3 2026 in Review

First Heartland Consultants opened a new position in Zoom (ZM) in Q3 2026: 20,597 shares worth $1.87M. The stake represents 0.12% of the portfolio and ranks #145 among its holdings.

20 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

First Heartland Consultants held 20,597 shares of Zoom worth $1.87M as of Q3 2026.
Zoom was a new First Heartland Consultants position in Q3 2026.
Zoom made up 0.12% of First Heartland Consultants's portfolio in Q3 2026, its #145 holding.
20 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.