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Plante Moran Financial Advisors’s Zoom ZM Stock Holding History

Plante Moran Financial Advisors’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 		$690 Buy
8
+2
+33% +$189 ﹤0.01% 1021
2026
Q1 		$482 Hold
6
– – ﹤0.01% 683
2025
Q4 		$518 Hold
6
– – ﹤0.01% 761
2025
Q3 		$495 Hold
6
– – ﹤0.01% 732
2025
Q2 		$468 Hold
6
– – ﹤0.01% 724
2025
Q1 		$443 Hold
6
– – ﹤0.01% 751
2024
Q4 		$490 Hold
6
– – ﹤0.01% 853
2024
Q3 		$418 Hold
6
– – ﹤0.01% 838
2024
Q2 		$355 Hold
6
– – ﹤0.01% 752
2024
Q1 		$392 Buy
+6
New +$400 ﹤0.01% 807
2023
Q3 		– Sell
-100
Closed -$6.79K – 865
2023
Q2 		$6.79K Hold
100
– – ﹤0.01% 599
2023
Q1 		$7.38K Hold
100
– – ﹤0.01% 605
2022
Q4 		$6.77K Hold
100
– – ﹤0.01% 633
2022
Q3 		$7K Buy
+100
New +$9.52K ﹤0.01% 651
2022
Q1 		– Sell
-202
Closed -$37K – 1033
2021
Q4 		$37K Hold
202
– – 0.01% 422
2021
Q3 		$53K Hold
202
– – 0.01% 373
2021
Q2 		$78K Hold
202
– – 0.02% 287
2021
Q1 		$65K Hold
202
– – 0.02% 310
2020
Q4 		$68K Sell
202
-66
-25% -$29.4K 0.02% 299
2020
Q3 		$126K Sell
268
-30
-10% -$9.59K 0.04% 212
2020
Q2 		$76K Buy
298
+202
+210% +$36.3K 0.03% 248
2020
Q1 		$14K Buy
96
+66
+220% +$6.51K 0.01% 456
2019
Q4 		$2K Buy
+30
New +$2.06K ﹤0.01% 706

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

Plante Moran Financial Advisors's ZM Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Zoom (ZM) stake by 33% in Q2 2026, buying an estimated $189 and bringing the position to 8 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Plante Moran Financial Advisors first reported a position in ZM in Q4 2019 and has held it in 23 quarters since. The position peaked at $126K in Q3 2020. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Plante Moran Financial Advisors held 8 shares of Zoom worth $690 as of Q2 2026.
  • Plante Moran Financial Advisors bought 2 Zoom shares in Q2 2026, an estimated $189.
  • Zoom made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1021 holding.
  • Plante Moran Financial Advisors first reported a position in Zoom in Q4 2019 and has held it in 23 quarters since.
  • Plante Moran Financial Advisors's Zoom position peaked at $126K in Q3 2020.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.