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Inspirion Wealth Advisors’s Zoom ZM Stock Holding History

Inspirion Wealth 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
Q2 		$228K Buy
2,529
+29
+1% +$2.74K 0.03% 168
2026
Q1 		$201K Hold
2,500
– – 0.03% 171
2025
Q4 		$216K Buy
+2,500
New +$210K 0.03% 157
2025
Q1 		– Sell
-2,500
Closed -$201K – 169
2024
Q4 		$201K Buy
+2,500
New +$197K 0.03% 143

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Inspirion Wealth Advisors's ZM Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Zoom (ZM) stake by 1.2% in Q2 2026, buying an estimated $2.74K and bringing the position to 2,529 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #168.

Inspirion Wealth Advisors first reported a position in ZM in Q4 2024 and has held it in 4 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Inspirion Wealth Advisors held 2,529 shares of Zoom worth $228K as of Q2 2026.
  • Inspirion Wealth Advisors bought 29 Zoom shares in Q2 2026, an estimated $2.74K.
  • Zoom made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Inspirion Wealth Advisors first reported a position in Zoom in Q4 2024 and has held it in 4 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.