Prism Advisors
ZM icon

Prism Advisors’s Zoom ZM Stock Holding History

Prism 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
Q3 		$219K Buy
+2,315
New +$221K 0.06% 73
2022
Q3 		– Sell
-2,315
Closed -$250K – 57
2022
Q2 		$250K Hold
2,315
– – 0.09% 44
2022
Q1 		$271K Hold
2,315
– – 0.09% 41
2021
Q4 		$426K Buy
+2,315
New +$544K 0.14% 37
2021
Q3 		– Sell
-692
Closed -$268K – 56
2021
Q2 		$268K Hold
692
– – 0.09% 43
2021
Q1 		$222K Buy
+692
New +$255K 0.08% 46

Other funds holding ZM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Prism Advisors's ZM Position: Q3 2026 in Review

Prism Advisors opened a new position in Zoom (ZM) in Q3 2026: 2,315 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings. This is a return to the name: Prism Advisors previously reported a position in ZM as recently as Q2 2022.

Prism Advisors first reported a position in ZM in Q1 2021 and has held it in 6 quarters since. The position peaked at $426K in Q4 2021. 295 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Prism Advisors held 2,315 shares of Zoom worth $219K as of Q3 2026.
  • Zoom was a new Prism Advisors position in Q3 2026.
  • Zoom made up 0.06% of Prism Advisors's portfolio in Q3 2026, its #73 holding.
  • Prism Advisors first reported a position in Zoom in Q1 2021 and has held it in 6 quarters since.
  • Prism Advisors's Zoom position peaked at $426K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.