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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
2021
Q3 		– Sell
-100
Closed -$39K – 332
2021
Q2 		$39K Buy
+100
New +$33.3K 0.01% 298

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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. 436 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.
  • 436 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.