Halbert Hargrove Global Advisors
ZM icon

Halbert Hargrove Global Advisors’s Zoom ZM Stock Holding History

Halbert Hargrove Global Advisors’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
Q3 		– Sell
-2
Closed -$208 – 710
2026
Q2 		$208 Buy
+2
New +$189 ﹤0.01% 652
2025
Q4 		– Sell
-29
Closed -$2.39K – 757
2025
Q3 		$2.39K Buy
+29
New +$2.26K ﹤0.01% 529

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Halbert Hargrove Global Advisors's ZM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Zoom (ZM) in Q3 2026, closing a stake of 2 shares — an estimated $208 sold.

Halbert Hargrove Global Advisors first reported a position in ZM in Q3 2025 and held it in 2 quarters. The position peaked at $2.39K in Q3 2025. 451 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Zoom position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Zoom shares in Q3 2026, an estimated $208.
  • Halbert Hargrove Global Advisors first reported a position in Zoom in Q3 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Zoom position peaked at $2.39K in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.