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
2021
Q3 		– Sell
-300
Closed -$116K – 535
2021
Q2 		$116K Buy
+300
New +$99.9K 0.01% 481

Other funds holding ZM

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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. 369 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.
  • 369 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.