Grant Private Wealth Management’s Zoom ZM Stock Holding History

Grant Private 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	$1.05M	Sell	12,186 -114	-0.9%	-$10.8K	0.44%	42
2026 Q1	$989K	Buy	12,300 +409	+3%	+$34.3K	0.52%	44
2025 Q4	$1.03M	Sell	11,891 -1,098	-8%	-$92.4K	0.62%	35
2025 Q3	$1.07M	Buy	+12,989	New	+$1.01M	0.66%	33
2025 Q2	–	Sell	-12,870	Closed	-$949K	–	150
2025 Q1	$949K	Buy	12,870 +1,420	+12%	+$113K	1.02%	27
2024 Q4	$934K	Buy	+11,450	New	+$900K	1.01%	24

Other funds holding ZM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 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 $3.28B AUM 34.07% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Grant Private Wealth Management's ZM Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Zoom (ZM) stake by 0.93% in Q2 2026, selling an estimated $10.8K and leaving 12,186 shares worth $1.05M. The position accounts for 0.44% of the portfolio, ranked #42.

Grant Private Wealth Management first reported a position in ZM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q3 2025. 93 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Grant Private Wealth Management held 12,186 shares of Zoom worth $1.05M as of Q2 2026.
Grant Private Wealth Management sold 114 Zoom shares in Q2 2026, an estimated $10.8K.
Zoom made up 0.44% of Grant Private Wealth Management's portfolio in Q2 2026, its #42 holding.
Grant Private Wealth Management first reported a position in Zoom in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Zoom position peaked at $1.07M in Q3 2025.
93 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.