Midwest Financial Group’s Zoom ZM Stock Holding History

Midwest 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	$224K	Buy	2,598 +8	+0.3%	+$756	0.08%	126
2026 Q1	$208K	Sell	2,590 -100	-4%	-$8.38K	0.09%	121
2025 Q4	$232K	Sell	2,690 -1,040	-28%	-$87.5K	0.1%	115
2025 Q3	$308K	Sell	3,730 -140	-4%	-$10.9K	0.15%	93
2025 Q2	$302K	Sell	3,870 -140	-3%	-$10.8K	0.16%	87
2025 Q1	$296K	Sell	4,010 -150	-4%	-$12K	0.17%	86
2024 Q4	$339K	Sell	4,160 -260	-6%	-$20.4K	0.2%	85
2024 Q3	$308K	Sell	4,420 -300	-6%	-$18.8K	0.18%	90
2024 Q2	$279K	Sell	4,720 -315	-6%	-$19.4K	0.18%	89
2024 Q1	$329K	Hold	5,035	–	–	0.22%	84
2023 Q4	$362K	Hold	5,035	–	–	0.27%	79
2023 Q3	$352K	Hold	5,035	–	–	0.3%	74
2023 Q2	$342K	Sell	5,035 -15	-0.3%	-$1K	0.29%	79
2023 Q1	$373K	Buy	+5,050	New	+$364K	0.34%	68

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

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

Midwest Financial Group increased its Zoom (ZM) stake by 0.31% in Q2 2026, buying an estimated $756 and bringing the position to 2,598 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #126.

Midwest Financial Group first reported a position in ZM in Q1 2023 and has held it in 14 quarters since. The position peaked at $373K in Q1 2023. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Midwest Financial Group held 2,598 shares of Zoom worth $224K as of Q2 2026.
Midwest Financial Group bought 8 Zoom shares in Q2 2026, an estimated $756.
Zoom made up 0.08% of Midwest Financial Group's portfolio in Q2 2026, its #126 holding.
Midwest Financial Group first reported a position in Zoom in Q1 2023 and has held it in 14 quarters since.
Midwest Financial Group's Zoom position peaked at $373K in Q1 2023.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.