PFS Partners’s Zoom ZM Stock Holding History

PFS Partners’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	$27.2K	Hold	300	–	–	0.01%	284
2026 Q2	$25.9K	Hold	300	–	–	0.01%	277
2026 Q1	$24.1K	Hold	300	–	–	0.01%	260
2025 Q4	$25.9K	Hold	300	–	–	0.01%	254
2025 Q3	$24.8K	Hold	300	–	–	0.01%	243
2025 Q2	$23.4K	Sell	300 -125	-29%	-$9.7K	0.01%	225
2025 Q1	$31.4K	Hold	425	–	–	0.02%	178
2024 Q4	$34.7K	Hold	425	–	–	0.02%	167
2024 Q3	$29.6K	Hold	425	–	–	0.02%	179
2024 Q2	$25.2K	Buy	425 +50	+13%	+$3.07K	0.02%	173
2024 Q1	$24.5K	Buy	375 +100	+36%	+$6.66K	0.02%	180
2023 Q4	$19.8K	Buy	275 +50	+22%	+$3.31K	0.01%	194
2023 Q3	$15.7K	Buy	+225	New	+$15.6K	0.01%	196
2022 Q3	–	Sell	-50	Closed	-$5.4K	–	374
2022 Q2	$5.4K	Buy	+50	New	+$5.27K	0.01%	244

Other funds holding ZM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

PFS Partners's ZM Position: Q3 2026 in Review

PFS Partners held its Zoom (ZM) position steady in Q3 2026 at 300 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #284.

PFS Partners first reported a position in ZM in Q2 2022 and has held it in 14 quarters since. The position peaked at $34.7K in Q4 2024. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

PFS Partners held 300 shares of Zoom worth $27.2K as of Q3 2026.
PFS Partners left its Zoom share count unchanged in Q3 2026.
Zoom made up 0.01% of PFS Partners's portfolio in Q3 2026, its #284 holding.
PFS Partners first reported a position in Zoom in Q2 2022 and has held it in 14 quarters since.
PFS Partners's Zoom position peaked at $34.7K in Q4 2024.
187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.