Moran Wealth Management
ZM icon

Moran Wealth Management’s Zoom ZM Stock Holding History

Moran 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
Q3 		$15.8M Buy
174,155
+63,350
+57% +$6.04M 0.43% 68
2026
Q2 		$9.6M Buy
110,805
+3,204
+3% +$303K 0.26% 127
2026
Q1 		$8.65M Buy
107,601
+71,369
+197% +$5.98M 0.26% 128
2025
Q4 		$3.13M Buy
36,232
+177
+0.5% +$14.9K 0.1% 251
2025
Q3 		$2.97M Sell
36,055
-387
-1% -$30.2K 0.09% 246
2025
Q2 		$2.84M Buy
36,442
+2,017
+6% +$156K 0.09% 258
2025
Q1 		$2.54M Buy
+34,425
New +$2.74M 0.09% 252

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Moran Wealth Management's ZM Position: Q3 2026 in Review

Moran Wealth Management increased its Zoom (ZM) stake by 57% in Q3 2026, buying an estimated $6.04M and bringing the position to 174,155 shares worth $15.8M. The position accounts for 0.43% of the portfolio, ranked #68.

Moran Wealth Management first reported a position in ZM in Q1 2025 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Moran Wealth Management held 174,155 shares of Zoom worth $15.8M as of Q3 2026.
  • Moran Wealth Management bought 63,350 Zoom shares in Q3 2026, an estimated $6.04M.
  • Zoom made up 0.43% of Moran Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Moran Wealth Management first reported a position in Zoom in Q1 2025 and has held it in 7 quarters since.
  • 187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.