Menard Financial Group’s Zoom ZM Stock Holding History

Menard Financial 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	$288K	Buy	3,341 +17	+0.5%	+$1.61K	0.16%	76
2026 Q1	$267K	Hold	3,324	–	–	0.19%	72
2025 Q4	$287K	Hold	3,324	–	–	0.2%	73
2025 Q3	$274K	Sell	3,324 -1,738	-34%	-$136K	0.18%	76
2025 Q2	$395K	Sell	5,062 -84	-2%	-$6.49K	0.23%	69
2025 Q1	$402K	Buy	5,146 +495	+11%	+$39.4K	0.26%	68
2024 Q4	$380K	Buy	4,651 +320	+7%	+$25.2K	0.23%	80
2024 Q3	$302K	Buy	4,331 +166	+4%	+$10.4K	0.2%	95
2024 Q2	$247K	Buy	+4,165	New	+$256K	0.18%	99
2021 Q3	–	Sell	-550	Closed	-$213K	–	168
2021 Q2	$213K	Sell	550 -326	-37%	-$109K	0.2%	148
2021 Q1	$281K	Buy	876 +150	+21%	+$55.2K	0.3%	108
2020 Q4	$245K	Buy	726 +180	+33%	+$80.3K	0.26%	120
2020 Q3	$257K	Buy	+546	New	+$175K	0.3%	106

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

Menard Financial Group's ZM Position: Q2 2026 in Review

Menard Financial Group increased its Zoom (ZM) stake by 0.51% in Q2 2026, buying an estimated $1.61K and bringing the position to 3,341 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #76.

Menard Financial Group first reported a position in ZM in Q3 2020 and has held it in 13 quarters since. The position peaked at $402K in Q1 2025. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Menard Financial Group held 3,341 shares of Zoom worth $288K as of Q2 2026.
Menard Financial Group bought 17 Zoom shares in Q2 2026, an estimated $1.61K.
Zoom made up 0.16% of Menard Financial Group's portfolio in Q2 2026, its #76 holding.
Menard Financial Group first reported a position in Zoom in Q3 2020 and has held it in 13 quarters since.
Menard Financial Group's Zoom position peaked at $402K in Q1 2025.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.