IFP Advisors
ZM icon

IFP Advisors’s Zoom ZM Stock Holding History

IFP 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 		$179K Sell
1,969
-100
-5% -$9.5K ﹤0.01% 1598
2026
Q2 		$179K Buy
2,069
+389
+23% +$36.8K ﹤0.01% 1597
2026
Q1 		$135K Sell
1,680
-1,546
-48% -$129K ﹤0.01% 1635
2025
Q4 		$278K Buy
3,226
+1,825
+130% +$154K 0.01% 1202
2025
Q3 		$116K Buy
1,401
+228
+19% +$17.8K ﹤0.01% 1590
2025
Q2 		$91.5K Buy
1,173
+741
+172% +$57.3K ﹤0.01% 1687
2025
Q1 		$31.9K Sell
432
-321
-43% -$25.6K ﹤0.01% 2088
2024
Q4 		$61.5K Buy
753
+38
+5% +$2.99K ﹤0.01% 1723
2024
Q3 		$49.9K Buy
715
+171
+31% +$10.7K ﹤0.01% 1733
2024
Q2 		$32.2K Buy
544
+84
+18% +$5.16K ﹤0.01% 1863
2024
Q1 		$30.1K Buy
460
+115
+33% +$7.66K ﹤0.01% 1792
2023
Q4 		$24.8K Buy
345
+53
+18% +$3.5K ﹤0.01% 1828
2023
Q3 		$20.4K Sell
292
-241
-45% -$16.7K ﹤0.01% 1938
2023
Q2 		$36.2K Buy
533
+80
+18% +$5.35K ﹤0.01% 1747
2023
Q1 		$28.1K Sell
453
-1,863
-80% -$134K ﹤0.01% 1863
2022
Q4 		$180K Sell
2,316
-2,424
-51% -$184K ﹤0.01% 1405
2022
Q3 		$354K Buy
4,740
+1,073
+29% +$102K 0.01% 1098
2022
Q2 		$278K Hold
3,667
– – 0.01% 1118
2022
Q1 		$278K Buy
3,667
+2,732
+292% +$372K 0.01% 1118
2021
Q4 		$171K Buy
935
+244
+35% +$57.4K ﹤0.01% 1026
2021
Q3 		$186K Buy
691
+212
+44% +$71.5K ﹤0.01% 988
2021
Q2 		$186K Sell
479
-21
-4% -$6.99K ﹤0.01% 938
2021
Q1 		$161K Sell
500
-408
-45% -$150K ﹤0.01% 940
2020
Q4 		$298K Sell
908
-216
-19% -$96.3K 0.01% 664
2020
Q3 		$522K Buy
1,124
+205
+22% +$65.6K 0.03% 421
2020
Q2 		$222K Buy
919
+236
+35% +$42.5K 0.02% 626
2020
Q1 		$96K Buy
683
+343
+101% +$33.8K 0.01% 843
2019
Q4 		$23K Buy
340
+39
+13% +$2.68K ﹤0.01% 1571
2019
Q3 		$23K Buy
+301
New +$27.1K ﹤0.01% 1710

Other funds holding ZM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

IFP Advisors's ZM Position: Q3 2026 in Review

IFP Advisors reduced its Zoom (ZM) stake by 4.8% in Q3 2026, selling an estimated $9.5K and leaving 1,969 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

IFP Advisors first reported a position in ZM in Q3 2019 and has held it in 29 quarters since. The position peaked at $522K in Q3 2020. 295 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • IFP Advisors held 1,969 shares of Zoom worth $179K as of Q3 2026.
  • IFP Advisors sold 100 Zoom shares in Q3 2026, an estimated $9.5K.
  • Zoom made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1598 holding.
  • IFP Advisors first reported a position in Zoom in Q3 2019 and has held it in 29 quarters since.
  • IFP Advisors's Zoom position peaked at $522K in Q3 2020.
  • 295 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

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