HighMark Wealth Management’s Zoom ZM Stock Holding History

HighMark 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	$83.9K	Hold	972	–	–	0.03%	131
2026 Q1	$78.1K	Hold	972	–	–	0.03%	125
2025 Q4	$83.9K	Hold	972	–	–	0.03%	122
2025 Q3	$80.2K	Hold	972	–	–	0.04%	128
2025 Q2	$75.8K	Hold	972	–	–	0.04%	129
2025 Q1	$71.7K	Hold	972	–	–	0.04%	107
2024 Q4	$79.3K	Hold	972	–	–	0.05%	99
2024 Q3	$67.8K	Hold	972	–	–	0.04%	125
2024 Q2	$57.5K	Hold	972	–	–	0.03%	126
2024 Q1	$63.5K	Hold	972	–	–	0.04%	118
2023 Q4	$69.9K	Hold	972	–	–	0.05%	112
2023 Q3	$68K	Buy	972 +500	+106%	+$34.7K	0.06%	101
2023 Q2	$32K	Hold	472	–	–	0.02%	147
2023 Q1	$34.9K	Hold	472	–	–	0.03%	163
2022 Q4	$32K	Sell	472 -50	-10%	-$3.8K	0.02%	132
2022 Q3	$38K	Hold	522	–	–	0.03%	112
2022 Q2	$56K	Hold	522	–	–	0.05%	95
2022 Q1	$61K	Hold	522	–	–	0.04%	96
2021 Q4	$96K	Hold	522	–	–	0.06%	81
2021 Q3	$137K	Hold	522	–	–	0.1%	62
2021 Q2	$202K	Hold	522	–	–	0.15%	49
2021 Q1	$168K	Hold	522	–	–	0.13%	52
2020 Q4	$176K	Hold	522	–	–	0.15%	50
2020 Q3	$245K	Hold	522	–	–	0.22%	38
2020 Q2	$132K	Hold	522	–	–	0.15%	48
2020 Q1	$76K	Buy	+522	New	+$51.5K	0.09%	54

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

HighMark Wealth Management's ZM Position: Q2 2026 in Review

HighMark Wealth Management held its Zoom (ZM) position steady in Q2 2026 at 972 shares worth $83.9K. The position accounts for 0.03% of the portfolio, ranked #131.

HighMark Wealth Management first reported a position in ZM in Q1 2020 and has held it in 26 quarters since. The position peaked at $245K in Q3 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

HighMark Wealth Management held 972 shares of Zoom worth $83.9K as of Q2 2026.
HighMark Wealth Management left its Zoom share count unchanged in Q2 2026.
Zoom made up 0.03% of HighMark Wealth Management's portfolio in Q2 2026, its #131 holding.
HighMark Wealth Management first reported a position in Zoom in Q1 2020 and has held it in 26 quarters since.
HighMark Wealth Management's Zoom position peaked at $245K in Q3 2020.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.