MWM
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MOKAN Wealth Management’s Zoom ZM Stock Holding History

MOKAN 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
-7,929
Closed -$638K – 125
2026
Q1 		$638K Buy
7,929
+4,709
+146% +$394K 0.28% 74
2025
Q4 		$278K Buy
3,220
+712
+28% +$59.9K 0.12% 85
2025
Q3 		$207K Buy
+2,508
New +$196K 0.1% 96

Other funds holding ZM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

MOKAN Wealth Management sold out of Zoom (ZM) in Q2 2026, closing a stake of 7,929 shares — an estimated $638K sold.

MOKAN Wealth Management first reported a position in ZM in Q3 2025 and held it in 3 quarters. The position peaked at $638K in Q1 2026. 309 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 7,929 Zoom shares in Q2 2026, an estimated $638K.
  • MOKAN Wealth Management first reported a position in Zoom in Q3 2025 and held it in 3 quarters.
  • MOKAN Wealth Management's Zoom position peaked at $638K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.