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LifeSteps Financial’s Zoom ZM Stock Holding History

LifeSteps Financial’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 		$3.71K Buy
+43
New +$4.07K ﹤0.01% 588

Other funds holding ZM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

LifeSteps Financial's ZM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Zoom (ZM) in Q2 2026: 43 shares worth $3.71K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

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

  • LifeSteps Financial held 43 shares of Zoom worth $3.71K as of Q2 2026.
  • Zoom was a new LifeSteps Financial position in Q2 2026.
  • Zoom made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #588 holding.
  • 286 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.