Northwestern Mutual Wealth Management
ZM icon

Northwestern Mutual Wealth Management’s Zoom ZM Stock Holding History

Northwestern Mutual 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 		$458K Sell
5,310
-8,304
-61% -$785K ﹤0.01% 1681
2026
Q1 		$1.09M Sell
13,614
-2,871
-17% -$240K ﹤0.01% 1300
2025
Q4 		$1.42M Buy
16,485
+10,447
+173% +$879K ﹤0.01% 1166
2025
Q3 		$498K Sell
6,038
-688
-10% -$53.7K ﹤0.01% 1464
2025
Q2 		$524K Buy
6,726
+369
+6% +$28.5K ﹤0.01% 1369
2025
Q1 		$469K Sell
6,357
-14,220
-69% -$1.13M ﹤0.01% 1357
2024
Q4 		$1.68M Sell
20,577
-12,425
-38% -$977K ﹤0.01% 907
2024
Q3 		$2.3M Buy
33,002
+12,965
+65% +$810K ﹤0.01% 815
2024
Q2 		$1.19M Buy
20,037
+1,145
+6% +$70.3K ﹤0.01% 966
2024
Q1 		$1.23M Sell
18,892
-163,114
-90% -$10.9M ﹤0.01% 943
2023
Q4 		$13.1M Buy
182,006
+163,068
+861% +$10.8M 0.01% 347
2023
Q3 		$1.32M Sell
18,938
-486
-3% -$33.7K ﹤0.01% 848
2023
Q2 		$1.32M Sell
19,424
-976
-5% -$65.3K ﹤0.01% 847
2023
Q1 		$1.51M Buy
20,400
+180
+0.9% +$13K ﹤0.01% 774
2022
Q4 		$1.37M Sell
20,220
-1,355
-6% -$103K ﹤0.01% 776
2022
Q3 		$1.59M Buy
21,575
+655
+3% +$62.4K ﹤0.01% 688
2022
Q2 		$2.26M Sell
20,920
-1,920
-8% -$202K ﹤0.01% 592
2022
Q1 		$2.68M Sell
22,840
-2,135
-9% -$290K ﹤0.01% 572
2021
Q4 		$4.59M Buy
24,975
+6,127
+33% +$1.44M 0.01% 428
2021
Q3 		$4.93M Buy
18,848
+3,840
+26% +$1.29M 0.01% 385
2021
Q2 		$5.81M Buy
15,008
+2,308
+18% +$769K 0.01% 354
2021
Q1 		$4.08M Buy
12,700
+3,164
+33% +$1.16M 0.01% 378
2020
Q4 		$3.22M Buy
9,536
+8,335
+694% +$3.72M 0.01% 391
2020
Q3 		$565K Buy
1,201
+1,121
+1,401% +$358K ﹤0.01% 723
2020
Q2 		$20K Sell
80
-290
-78% -$52.2K ﹤0.01% 1719
2020
Q1 		$54K Buy
+370
New +$36.5K ﹤0.01% 1361
2019
Q3 		– Sell
-23
Closed -$2K – 2710
2019
Q2 		$2K Buy
+23
New +$1.89K ﹤0.01% 2359

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's ZM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Zoom (ZM) stake by 61% in Q2 2026, selling an estimated $785K and leaving 5,310 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Northwestern Mutual Wealth Management first reported a position in ZM in Q2 2019 and has held it in 27 quarters since. The position peaked at $13.1M in Q4 2023. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 5,310 shares of Zoom worth $458K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 8,304 Zoom shares in Q2 2026, an estimated $785K.
  • Zoom made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1681 holding.
  • Northwestern Mutual Wealth Management first reported a position in Zoom in Q2 2019 and has held it in 27 quarters since.
  • Northwestern Mutual Wealth Management's Zoom position peaked at $13.1M in Q4 2023.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.