Highline Wealth Partners
ZM icon

Highline Wealth Partners’s Zoom ZM Stock Holding History

Highline Wealth Partners’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 		$9.9K Hold
109
– – ﹤0.01% 701
2026
Q2 		$9.41K Buy
109
+27
+33% +$2.55K ﹤0.01% 631
2026
Q1 		$6.59K Buy
82
+80
+4,000% +$6.7K ﹤0.01% 625
2025
Q4 		$173 Hold
2
– – ﹤0.01% 1052
2025
Q3 		$165 Hold
2
– – ﹤0.01% 1060
2025
Q2 		$156 Sell
2
-5
-71% -$387 ﹤0.01% 866
2025
Q1 		$516 Buy
+7
New +$558 ﹤0.01% 843
2024
Q4 		– Sell
-179
Closed -$14.1K – 667
2024
Q3 		$12.5K Buy
179
+4
+2% +$250 ﹤0.01% 230
2024
Q2 		$10.4K Hold
175
– – ﹤0.01% 218
2024
Q1 		$11.4K Hold
175
– – ﹤0.01% 217
2023
Q4 		$12.6K Hold
175
– – 0.01% 188
2023
Q3 		$12.2K Hold
175
– – 0.01% 172
2023
Q2 		$11.9K Hold
175
– – 0.01% 152
2023
Q1 		$12.9K Hold
175
– – 0.01% 152
2022
Q4 		$11.9K Hold
175
– – 0.01% 151
2022
Q3 		$12.9K Buy
+175
New +$16.7K 0.01% 129

Other funds holding ZM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Highline Wealth Partners's ZM Position: Q3 2026 in Review

Highline Wealth Partners held its Zoom (ZM) position steady in Q3 2026 at 109 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Highline Wealth Partners first reported a position in ZM in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.9K in Q1 2023. 497 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Highline Wealth Partners held 109 shares of Zoom worth $9.9K as of Q3 2026.
  • Highline Wealth Partners left its Zoom share count unchanged in Q3 2026.
  • Zoom made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #701 holding.
  • Highline Wealth Partners first reported a position in Zoom in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Zoom position peaked at $12.9K in Q1 2023.
  • 497 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.