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MJT & Associates Financial Advisory’s Zoom ZM Stock Holding History

MJT & Associates Financial Advisory’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 		$3.9K Hold
43
– – ﹤0.01% 292
2026
Q2 		$3.71K Hold
43
– – ﹤0.01% 317
2026
Q1 		$3.46K Sell
43
-59
-58% -$4.94K ﹤0.01% 317
2025
Q4 		$8.8K Hold
102
– – 0.01% 200
2025
Q3 		$8.41K Sell
102
-19
-16% -$1.48K 0.01% 211
2025
Q2 		$9.44K Hold
121
– – 0.01% 213
2025
Q1 		$8.93K Buy
+121
New +$9.64K 0.01% 221

Other funds holding ZM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

MJT & Associates Financial Advisory's ZM Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Zoom (ZM) position steady in Q3 2026 at 43 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

MJT & Associates Financial Advisory first reported a position in ZM in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.44K in Q2 2025. 23 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • MJT & Associates Financial Advisory held 43 shares of Zoom worth $3.9K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Zoom share count unchanged in Q3 2026.
  • Zoom made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #292 holding.
  • MJT & Associates Financial Advisory first reported a position in Zoom in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Zoom position peaked at $9.44K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.