IWC
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Integrated Wealth Concepts’s Zoom ZM Stock Holding History

Integrated Wealth Concepts’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 		$4.56M Sell
52,842
-19,963
-27% -$1.89M 0.03% 516
2026
Q1 		$5.85M Buy
72,805
+8,481
+13% +$710K 0.05% 378
2025
Q4 		$5.55M Sell
64,324
-2,153
-3% -$181K 0.07% 266
2025
Q3 		$5.48M Buy
66,477
+49,131
+283% +$3.83M 0.05% 349
2025
Q2 		$1.35M Buy
17,346
+8,517
+96% +$658K 0.01% 776
2025
Q1 		$651K Sell
8,829
-40,242
-82% -$3.21M 0.01% 1033
2024
Q4 		$4M Buy
49,071
+1,858
+4% +$146K 0.05% 339
2024
Q3 		$3.29M Buy
47,213
+42,397
+880% +$2.65M 0.04% 394
2024
Q2 		$285K Buy
4,816
+30
+0.6% +$1.84K ﹤0.01% 1344
2024
Q1 		$313K Buy
4,786
+1,247
+35% +$83.1K ﹤0.01% 1302
2023
Q4 		$254K Buy
+3,539
New +$234K ﹤0.01% 1343
2022
Q3 		– Sell
-2,044
Closed -$221K – 1029
2022
Q2 		$221K Buy
+2,044
New +$216K 0.01% 865
2022
Q1 		– Sell
-1,584
Closed -$291K – 1060
2021
Q4 		$291K Buy
1,584
+177
+13% +$41.6K 0.01% 788
2021
Q3 		$368K Buy
1,407
+218
+18% +$73.5K 0.01% 663
2021
Q2 		$460K Buy
1,189
+408
+52% +$136K 0.02% 543
2021
Q1 		$251K Buy
781
+132
+20% +$48.6K 0.01% 632
2020
Q4 		$219K Sell
649
-53
-8% -$23.6K 0.01% 584
2020
Q3 		$330K Sell
702
-233
-25% -$74.5K 0.02% 433
2020
Q2 		$237K Buy
+935
New +$168K 0.02% 445

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

Integrated Wealth Concepts's ZM Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Zoom (ZM) stake by 27% in Q2 2026, selling an estimated $1.89M and leaving 52,842 shares worth $4.56M. The position accounts for 0.03% of the portfolio, ranked #516.

Integrated Wealth Concepts first reported a position in ZM in Q2 2020 and has held it in 19 quarters since. The position peaked at $5.85M in Q1 2026. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Integrated Wealth Concepts held 52,842 shares of Zoom worth $4.56M as of Q2 2026.
  • Integrated Wealth Concepts sold 19,963 Zoom shares in Q2 2026, an estimated $1.89M.
  • Zoom made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #516 holding.
  • Integrated Wealth Concepts first reported a position in Zoom in Q2 2020 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Zoom position peaked at $5.85M in Q1 2026.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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