Meriwether Wealth & Planning’s Zoom ZM Stock Holding History

Meriwether Wealth & Planning’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 Q3	$545	Buy	+6	New	+$572	﹤0.01%	763

Other funds holding ZM

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Meriwether Wealth & Planning's ZM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Zoom (ZM) in Q3 2026: 6 shares worth $545. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings.

258 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

Meriwether Wealth & Planning held 6 shares of Zoom worth $545 as of Q3 2026.
Zoom was a new Meriwether Wealth & Planning position in Q3 2026.
Zoom made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #763 holding.
258 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.