Perigon Wealth Management
ZM icon

Perigon Wealth Management’s Zoom ZM Stock Holding History

Perigon 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
Q3 		$1.2M Buy
13,233
+1,196
+10% +$114K 0.02% 536
2026
Q2 		$1.04M Buy
12,037
+2,050
+21% +$194K 0.02% 579
2026
Q1 		$803K Sell
9,987
-5,864
-37% -$491K 0.01% 600
2025
Q4 		$1.37M Buy
15,851
+1,202
+8% +$101K 0.02% 458
2025
Q3 		$1.21M Buy
14,649
+3,727
+34% +$291K 0.02% 457
2025
Q2 		$852K Buy
10,922
+236
+2% +$18.2K 0.02% 515
2025
Q1 		$788K Sell
10,686
-211
-2% -$16.8K 0.02% 506
2024
Q4 		$866K Sell
10,897
-102
-0.9% -$8.02K 0.02% 486
2024
Q3 		$767K Buy
+10,999
New +$687K 0.02% 503
2024
Q1 		– Sell
-4,579
Closed -$329K – 937
2023
Q4 		$329K Buy
+4,579
New +$303K 0.01% 623
2022
Q3 		– Sell
-2,200
Closed -$238K – 607
2022
Q2 		$238K Buy
2,200
+139
+7% +$14.7K 0.02% 494
2022
Q1 		$242K Sell
2,061
-578
-22% -$78.6K 0.02% 535
2021
Q4 		$485K Buy
2,639
+19
+0.7% +$4.47K 0.03% 349
2021
Q3 		$685K Buy
2,620
+70
+3% +$23.6K 0.06% 253
2021
Q2 		$987K Sell
2,550
-163
-6% -$54.3K 0.09% 201
2021
Q1 		$872K Sell
2,713
-239
-8% -$88K 0.09% 200
2020
Q4 		$996K Sell
2,952
-303
-9% -$135K 0.12% 147
2020
Q3 		$1.53M Sell
3,255
-727
-18% -$232K 0.21% 86
2020
Q2 		$1.01M Buy
3,982
+243
+6% +$43.7K 0.16% 104
2020
Q1 		$466K Buy
+3,739
New +$369K 0.09% 177

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

Perigon Wealth Management's ZM Position: Q3 2026 in Review

Perigon Wealth Management increased its Zoom (ZM) stake by 9.9% in Q3 2026, buying an estimated $114K and bringing the position to 13,233 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #536.

Perigon Wealth Management first reported a position in ZM in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.53M in Q3 2020. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Perigon Wealth Management held 13,233 shares of Zoom worth $1.2M as of Q3 2026.
  • Perigon Wealth Management bought 1,196 Zoom shares in Q3 2026, an estimated $114K.
  • Zoom made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #536 holding.
  • Perigon Wealth Management first reported a position in Zoom in Q1 2020 and has held it in 20 quarters since.
  • Perigon Wealth Management's Zoom position peaked at $1.53M in Q3 2020.
  • 187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.