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McGlone Suttner Wealth Management’s Zoom ZM Stock Holding History

McGlone Suttner 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 		$252K Sell
2,919
-20
-0.7% -$1.89K 0.03% 181
2026
Q1 		$236K Hold
2,939
– – 0.03% 178
2025
Q4 		$254K Buy
+2,939
New +$247K 0.03% 170

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

McGlone Suttner Wealth Management's ZM Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Zoom (ZM) stake by 0.68% in Q2 2026, selling an estimated $1.89K and leaving 2,919 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #181.

McGlone Suttner Wealth Management first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • McGlone Suttner Wealth Management held 2,919 shares of Zoom worth $252K as of Q2 2026.
  • McGlone Suttner Wealth Management sold 20 Zoom shares in Q2 2026, an estimated $1.89K.
  • Zoom made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #181 holding.
  • McGlone Suttner Wealth Management first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
  • McGlone Suttner Wealth Management's Zoom position peaked at $254K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.