Modern Wealth Management’s Zoom ZM Stock Holding History

Modern 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	–	Sell	-2,917	Closed	-$235K	–	1145
2026 Q1	$235K	Buy	+2,917	New	+$244K	﹤0.01%	786

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

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

Modern Wealth Management sold out of Zoom (ZM) in Q2 2026, closing a stake of 2,917 shares — an estimated $235K sold.

Modern Wealth Management first reported a position in ZM in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Modern Wealth Management reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Modern Wealth Management sold 2,917 Zoom shares in Q2 2026, an estimated $235K.
Modern Wealth Management first reported a position in Zoom in Q1 2026 and held it in 1 quarter.
Modern Wealth Management's Zoom position peaked at $235K in Q1 2026.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.