MWM
ZM icon

Mission Wealth Management’s Zoom ZM Stock Holding History

Mission 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 		$810K Buy
9,389
+2,390
+34% +$226K 0.01% 539
2026
Q1 		$563K Sell
6,999
-744
-10% -$62.3K 0.01% 463
2025
Q4 		$668K Buy
7,743
+1,392
+22% +$117K 0.01% 419
2025
Q3 		$524K Sell
6,351
-515
-8% -$40.2K 0.01% 475
2025
Q2 		$535K Sell
6,866
-29
-0.4% -$2.24K 0.01% 461
2025
Q1 		$509K Sell
6,895
-515
-7% -$41K 0.01% 442
2024
Q4 		$605K Sell
7,410
-141
-2% -$11.1K 0.01% 387
2024
Q3 		$527K Sell
7,551
-1,320
-15% -$82.5K 0.01% 425
2024
Q2 		$525K Sell
8,871
-3,951
-31% -$243K 0.01% 399
2024
Q1 		$838K Buy
12,822
+998
+8% +$66.5K 0.02% 327
2023
Q4 		$850K Sell
11,824
-125
-1% -$8.27K 0.03% 271
2023
Q3 		$836K Sell
11,949
-62
-0.5% -$4.3K 0.03% 249
2023
Q2 		$815K Sell
12,011
-66
-0.5% -$4.41K 0.03% 259
2023
Q1 		$892K Sell
12,077
-17
-0.1% -$1.23K 0.04% 237
2022
Q4 		$819K Sell
12,094
-511
-4% -$38.8K 0.04% 241
2022
Q3 		$928K Buy
12,605
+13
+0.1% +$1.24K 0.05% 197
2022
Q2 		$1.36M Buy
12,592
+3,149
+33% +$332K 0.07% 151
2022
Q1 		$1.11M Buy
+9,443
New +$1.28M 0.05% 185
2021
Q4 		– Sell
-1,195
Closed -$312K – 554
2021
Q3 		$312K Buy
1,195
+6
+0.5% +$2.02K 0.02% 400
2021
Q2 		$460K Sell
1,189
-49
-4% -$16.3K 0.02% 301
2021
Q1 		$398K Sell
1,238
-16
-1% -$5.89K 0.02% 307
2020
Q4 		$423K Sell
1,254
-23
-2% -$10.3K 0.03% 276
2020
Q3 		$600K Buy
1,277
+157
+14% +$50.2K 0.04% 174
2020
Q2 		$284K Sell
1,120
-886
-44% -$159K 0.02% 264
2020
Q1 		$293K Buy
+2,006
New +$198K 0.03% 213

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

Mission Wealth Management's ZM Position: Q2 2026 in Review

Mission Wealth Management increased its Zoom (ZM) stake by 34% in Q2 2026, buying an estimated $226K and bringing the position to 9,389 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #539.

Mission Wealth Management first reported a position in ZM in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.36M in Q2 2022. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Mission Wealth Management held 9,389 shares of Zoom worth $810K as of Q2 2026.
  • Mission Wealth Management bought 2,390 Zoom shares in Q2 2026, an estimated $226K.
  • Zoom made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Mission Wealth Management first reported a position in Zoom in Q1 2020 and has held it in 25 quarters since.
  • Mission Wealth Management's Zoom position peaked at $1.36M in Q2 2022.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.