GWSA
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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 – 509
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return