Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Parcion Private Wealth's ZM Position: Q2 2026 in Review

Parcion Private Wealth increased its Zoom (ZM) stake by 6.7% in Q2 2026, buying an estimated $33.8K and bringing the position to 5,722 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #268.

Parcion Private Wealth first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Parcion Private Wealth held 5,722 shares of Zoom worth $494K as of Q2 2026.
  • Parcion Private Wealth bought 358 Zoom shares in Q2 2026, an estimated $33.8K.
  • Zoom made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #268 holding.
  • Parcion Private Wealth first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Parcion Private Wealth's Zoom position peaked at $1.01M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.