GRP
ZM icon

Global Retirement Partners’s Zoom ZM Stock Holding History

Global Retirement 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
Q2 		$530K Buy
+6,137
New +$580K 0.01% 1002
2025
Q4 		$468K Buy
5,418
+5,066
+1,439% +$426K 0.01% 986
2025
Q3 		$29K Sell
352
-7
-2% -$546 ﹤0.01% 2209
2025
Q2 		$28K Buy
+359
New +$27.8K ﹤0.01% 2096
2024
Q4 		$19.8K Sell
243
-157
-39% -$12.3K ﹤0.01% 2087
2024
Q3 		$27.9K Buy
400
+149
+59% +$9.31K ﹤0.01% 1833
2024
Q2 		$14.9K Sell
251
-9
-3% -$553 ﹤0.01% 2135
2024
Q1 		$17K Buy
260
+4
+2% +$267 ﹤0.01% 1882
2023
Q4 		$17.7K Sell
256
-265
-51% -$17.5K ﹤0.01% 1809
2023
Q3 		$34.4K Sell
521
-18
-3% -$1.25K ﹤0.01% 1428
2023
Q2 		$36.6K Hold
539
– – ﹤0.01% 1422
2023
Q1 		$32.8K Buy
539
+6
+1% +$432 ﹤0.01% 1421
2022
Q4 		$36.1K Buy
533
+1
+0.2% +$76 ﹤0.01% 1234
2022
Q3 		$44K Buy
532
+3
+0.6% +$286 ﹤0.01% 1074
2022
Q2 		$57K Hold
529
– – ﹤0.01% 949
2022
Q1 		$50K Buy
+529
New +$71.9K ﹤0.01% 999
2021
Q4 		– Sell
-194
Closed -$51K – 1871
2021
Q3 		$51K Buy
194
+13
+7% +$4.38K 0.01% 850
2021
Q2 		$70K Buy
181
+5
+3% +$1.67K 0.01% 741
2021
Q1 		$57K Sell
176
-50
-22% -$18.4K 0.01% 743
2020
Q4 		$76K Sell
226
-45
-17% -$20.1K 0.01% 598
2020
Q3 		$127K Sell
271
-102
-27% -$32.6K 0.02% 442
2020
Q2 		$95K Buy
373
+123
+49% +$22.1K 0.02% 501
2020
Q1 		$37K Buy
250
+150
+150% +$14.8K 0.01% 638
2019
Q4 		$7K Hold
100
– – ﹤0.01% 1265
2019
Q3 		$8K Hold
100
– – ﹤0.01% 1189
2019
Q2 		$9K Buy
+100
New +$8.23K ﹤0.01% 1154

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

Global Retirement Partners's ZM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Zoom (ZM) in Q2 2026: 6,137 shares worth $530K. The stake represents 0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ZM as recently as Q4 2025.

Global Retirement Partners first reported a position in ZM in Q2 2019 and has held it in 26 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Global Retirement Partners held 6,137 shares of Zoom worth $530K as of Q2 2026.
  • Zoom was a new Global Retirement Partners position in Q2 2026.
  • Zoom made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1002 holding.
  • Global Retirement Partners first reported a position in Zoom in Q2 2019 and has held it in 26 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.