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Oak Thistle LLC’s Zoom ZM Stock Holding History

Oak Thistle LLC’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 		$2.98M Buy
+32,843
New +$3.13M 0.27% 126
2026
Q2 		– Sell
-3,193
Closed -$257K – 654
2026
Q1 		$257K Sell
3,193
-18,788
-85% -$1.57M 0.02% 434
2025
Q4 		$1.9M Sell
21,981
-8,413
-28% -$708K 0.26% 124
2025
Q3 		$2.51M Buy
30,394
+2,057
+7% +$160K 0.38% 61
2025
Q2 		$2.21M Buy
+28,337
New +$2.19M 0.33% 97
2025
Q1 		– Sell
-4,058
Closed -$331K – 582
2024
Q4 		$331K Sell
4,058
-3,770
-48% -$296K 0.1% 315
2024
Q3 		$546K Sell
7,828
-256
-3% -$16K 0.18% 224
2024
Q2 		$478K Buy
8,084
+3,897
+93% +$239K 0.36% 117
2024
Q1 		$274K Sell
4,187
-4,855
-54% -$324K 0.25% 194
2023
Q4 		$650K Buy
9,042
+4,461
+97% +$295K 0.19% 224
2023
Q3 		$320K Buy
4,581
+827
+22% +$57.4K 0.09% 376
2023
Q2 		$255K Buy
+3,754
New +$251K 0.13% 287

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
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 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

Oak Thistle LLC's ZM Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in Zoom (ZM) in Q3 2026: 32,843 shares worth $2.98M. The stake represents 0.27% of the portfolio and ranks #126 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in ZM as recently as Q1 2026.

Oak Thistle LLC first reported a position in ZM in Q2 2023 and has held it in 12 quarters since. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Oak Thistle LLC held 32,843 shares of Zoom worth $2.98M as of Q3 2026.
  • Zoom was a new Oak Thistle LLC position in Q3 2026.
  • Zoom made up 0.27% of Oak Thistle LLC's portfolio in Q3 2026, its #126 holding.
  • Oak Thistle LLC first reported a position in Zoom in Q2 2023 and has held it in 12 quarters since.
  • 187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.