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GC Wealth Management RIA’s Zoom ZM Stock Holding History

GC Wealth Management RIA’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 		$426K Buy
+4,933
New +$466K 0.02% 355
2025
Q4 		– Sell
-9,815
Closed -$810K – 867
2025
Q3 		$810K Buy
+9,815
New +$766K 0.03% 396

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

GC Wealth Management RIA's ZM Position: Q2 2026 in Review

GC Wealth Management RIA opened a new position in Zoom (ZM) in Q2 2026: 4,933 shares worth $426K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings. This is a return to the name: GC Wealth Management RIA previously reported a position in ZM as recently as Q3 2025.

GC Wealth Management RIA first reported a position in ZM in Q3 2025 and has held it in 2 quarters since. The position peaked at $810K in Q3 2025. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • GC Wealth Management RIA held 4,933 shares of Zoom worth $426K as of Q2 2026.
  • Zoom was a new GC Wealth Management RIA position in Q2 2026.
  • Zoom made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #355 holding.
  • GC Wealth Management RIA first reported a position in Zoom in Q3 2025 and has held it in 2 quarters since.
  • GC Wealth Management RIA's Zoom position peaked at $810K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.