PS
ZM icon

Planning Strategies’s Zoom ZM Stock Holding History

Planning Strategies’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 		$1.55K Buy
+18
New +$1.7K ﹤0.01% 654

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Planning Strategies's ZM Position: Q2 2026 in Review

Planning Strategies opened a new position in Zoom (ZM) in Q2 2026: 18 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings.

804 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Planning Strategies held 18 shares of Zoom worth $1.55K as of Q2 2026.
  • Zoom was a new Planning Strategies position in Q2 2026.
  • Zoom made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #654 holding.
  • 804 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.