Global Retirement Partners’s ZeroStack Corp ZSTK Stock Holding History

Global Retirement Partners’s Portfolio ZSTK Stock Details ZSTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold	0	–	-$2	–	3923
2025 Q2	–	Hold	0	–	–	–	3799
2024 Q4	–	Hold	0	–	–	–	3640
2023 Q3	–	Sell	-9	Closed	-$831	–	3287
2023 Q2	$831	Hold	9	–	–	﹤0.01%	2831
2023 Q1	$1.26K	Hold	9	–	–	﹤0.01%	2659
2022 Q4	$1.59K	Hold	9	–	–	﹤0.01%	2438
2022 Q3	$4K	Hold	9	–	–	﹤0.01%	2000
2022 Q2	$4K	Hold	9	–	–	﹤0.01%	1953
2022 Q1	$7K	Hold	9	–	–	﹤0.01%	1766
2021 Q4	$12K	Hold	9	–	–	0.01%	144
2021 Q3	$40K	Buy	+9	New	+$52.5K	﹤0.01%	927

Other funds holding ZSTK

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BWM

Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's ZSTK Position: Q3 2025 in Review

Global Retirement Partners held its ZeroStack Corp (ZSTK) position steady in Q3 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

Global Retirement Partners first reported a position in ZSTK in Q3 2021 and has held it in 8 quarters since. The position peaked at $40K in Q3 2021. 12 funds tracked by Wall St. Rank hold ZSTK as of Q3 2025.

Global Retirement Partners held 0 shares of ZeroStack Corp worth $0 as of Q3 2025.
Global Retirement Partners left its ZeroStack Corp share count unchanged in Q3 2025.
ZeroStack Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2025, its #3923 holding.
Global Retirement Partners first reported a position in ZeroStack Corp in Q3 2021 and has held it in 8 quarters since.
Global Retirement Partners's ZeroStack Corp position peaked at $40K in Q3 2021.
12 funds tracked by Wall St. Rank held ZeroStack Corp as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.