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Peak Retirement Planning’s Zoom ZM Stock Holding History

Peak Retirement Planning’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 		$3.7M Sell
42,913
-1,949
-4% -$184K 0.59% 48
2026
Q1 		$3.61M Buy
44,862
+12,300
+38% +$1.03M 0.72% 31
2025
Q4 		$2.81M Buy
32,562
+6,265
+24% +$527K 0.66% 35
2025
Q3 		$2.17M Buy
26,297
+8,129
+45% +$634K 0.61% 40
2025
Q2 		$1.42M Buy
18,168
+3,078
+20% +$238K 0.57% 44
2025
Q1 		$1.11M Buy
15,090
+3,318
+28% +$264K 0.62% 33
2024
Q4 		$961K Buy
+11,772
New +$926K 0.65% 36

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 $3.37T AUM 44.26% 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

Peak Retirement Planning's ZM Position: Q2 2026 in Review

Peak Retirement Planning reduced its Zoom (ZM) stake by 4.3% in Q2 2026, selling an estimated $184K and leaving 42,913 shares worth $3.7M. The position accounts for 0.59% of the portfolio, ranked #48.

Peak Retirement Planning first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. 860 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Peak Retirement Planning held 42,913 shares of Zoom worth $3.7M as of Q2 2026.
  • Peak Retirement Planning sold 1,949 Zoom shares in Q2 2026, an estimated $184K.
  • Zoom made up 0.59% of Peak Retirement Planning's portfolio in Q2 2026, its #48 holding.
  • Peak Retirement Planning first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
  • 860 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.