Measured Wealth Private Client Group’s Zoom ZM Stock Holding History

Measured Wealth Private Client Group’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	–	Sell	-1	Closed	-$80	–	772
2026 Q1	$80	Hold	1	–	–	﹤0.01%	673
2025 Q4	$86	Buy	+1	New	+$84	﹤0.01%	701

Other funds holding ZM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Measured Wealth Private Client Group's ZM Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Zoom (ZM) in Q2 2026, closing a stake of 1 share — an estimated $80 sold.

Measured Wealth Private Client Group first reported a position in ZM in Q4 2025 and held it in 2 quarters. The position peaked at $86 in Q4 2025. 867 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Measured Wealth Private Client Group reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 1 Zoom share in Q2 2026, an estimated $80.
Measured Wealth Private Client Group first reported a position in Zoom in Q4 2025 and held it in 2 quarters.
Measured Wealth Private Client Group's Zoom position peaked at $86 in Q4 2025.
867 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.