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Global Wealth Strategies & Associates’s Zoom ZM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-950
Closed -$76.4K – 501
2026
Q1 		$76.4K Hold
950
– – 0.02% 136
2025
Q4 		$82K Hold
950
– – 0.02% 120
2025
Q3 		$78.4K Hold
950
– – 0.02% 116
2025
Q2 		$74.1K Hold
950
– – 0.02% 91
2025
Q1 		$70.1K Sell
950
-2,550
-73% -$203K 0.02% 93
2024
Q4 		$286K Sell
3,500
-1,962
-36% -$154K 0.09% 41
2024
Q3 		$381K Buy
+5,462
New +$341K 0.13% 28

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 $3.38T AUM 44.17% 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 Wealth Strategies & Associates's ZM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Zoom (ZM) in Q2 2026, closing a stake of 950 shares — an estimated $76.4K sold.

Global Wealth Strategies & Associates first reported a position in ZM in Q3 2024 and held it in 7 quarters. The position peaked at $381K in Q3 2024. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 950 Zoom shares in Q2 2026, an estimated $76.4K.
  • Global Wealth Strategies & Associates first reported a position in Zoom in Q3 2024 and held it in 7 quarters.
  • Global Wealth Strategies & Associates's Zoom position peaked at $381K in Q3 2024.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.