Institute for Wealth Management’s Zoom ZM Stock Holding History

Institute for 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	$19.6K	Buy	+227	New	+$21.5K	﹤0.01%	1135

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Institute for Wealth Management's ZM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Zoom (ZM) in Q2 2026: 227 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #1135 among its holdings.

470 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Institute for Wealth Management held 227 shares of Zoom worth $19.6K as of Q2 2026.
Zoom was a new Institute for Wealth Management position in Q2 2026.
Zoom made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1135 holding.
470 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.