Parcion Private Wealth
ZM icon

Parcion Private Wealth’s Zoom ZM Stock Holding History

Parcion Private Wealth’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 		$517K Sell
5,693
-29
-0.5% -$2.76K 0.03% 295
2026
Q2 		$494K Buy
5,722
+358
+7% +$33.8K 0.03% 268
2026
Q1 		$431K Sell
5,364
-6,382
-54% -$535K 0.03% 267
2025
Q4 		$1.01M Buy
11,746
+7,693
+190% +$648K 0.06% 150
2025
Q3 		$334K Buy
+4,053
New +$316K 0.02% 259

Other funds holding ZM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Parcion Private Wealth's ZM Position: Q3 2026 in Review

Parcion Private Wealth reduced its Zoom (ZM) stake by 0.51% in Q3 2026, selling an estimated $2.76K and leaving 5,693 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #295.

Parcion Private Wealth first reported a position in ZM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2025. 361 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Parcion Private Wealth held 5,693 shares of Zoom worth $517K as of Q3 2026.
  • Parcion Private Wealth sold 29 Zoom shares in Q3 2026, an estimated $2.76K.
  • Zoom made up 0.03% of Parcion Private Wealth's portfolio in Q3 2026, its #295 holding.
  • Parcion Private Wealth first reported a position in Zoom in Q3 2025 and has held it in 5 quarters since.
  • Parcion Private Wealth's Zoom position peaked at $1.01M in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.