Golden State Wealth Management’s Zoom ZM Stock Holding History

Golden State Wealth Management’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	$12.2K	Buy	141 +100	+244%	+$9.45K	﹤0.01%	1071
2026 Q1	$3.3K	Hold	41	–	–	﹤0.01%	1280
2025 Q4	$3.54K	Buy	41 +11	+37%	+$926	﹤0.01%	1296
2025 Q3	$2.48K	Hold	30	–	–	﹤0.01%	1355
2025 Q2	$2.34K	Sell	30 -20	-40%	-$1.55K	﹤0.01%	1333
2025 Q1	$3.69K	Hold	50	–	–	﹤0.01%	1228
2024 Q4	$4.08K	Buy	+50	New	+$3.93K	﹤0.01%	1153
2021 Q4	–	Sell	-100	Closed	-$26K	–	374
2021 Q3	$26K	Buy	+100	New	+$33.7K	0.01%	298
2020 Q2	–	Sell	-550	Closed	-$80K	–	981
2020 Q1	$80K	Buy	+550	New	+$54.3K	0.04%	286
2019 Q3	–	Sell	-100	Closed	-$8K	–	1151
2019 Q2	$8K	Buy	+100	New	+$8.23K	﹤0.01%	797

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Golden State Wealth Management's ZM Position: Q2 2026 in Review

Golden State Wealth Management increased its Zoom (ZM) stake by 244% in Q2 2026, buying an estimated $9.45K and bringing the position to 141 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Golden State Wealth Management first reported a position in ZM in Q2 2019 and has held it in 10 quarters since. The position peaked at $80K in Q1 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Golden State Wealth Management held 141 shares of Zoom worth $12.2K as of Q2 2026.
Golden State Wealth Management bought 100 Zoom shares in Q2 2026, an estimated $9.45K.
Zoom made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1071 holding.
Golden State Wealth Management first reported a position in Zoom in Q2 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Zoom position peaked at $80K in Q1 2020.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.