Private Wealth Management Group’s Zoom ZM Stock Holding History

Private Wealth Management Group’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	$14.6K	Hold	169	–	–	﹤0.01%	471
2026 Q1	$13.6K	Hold	169	–	–	﹤0.01%	439
2025 Q4	$14.6K	Hold	169	–	–	﹤0.01%	399
2025 Q3	$13.9K	Hold	169	–	–	﹤0.01%	425
2025 Q2	$13.2K	Hold	169	–	–	﹤0.01%	409
2025 Q1	$12.5K	Hold	169	–	–	﹤0.01%	406
2024 Q4	$13.8K	Hold	169	–	–	0.01%	390
2024 Q3	$11.8K	Buy	+169	New	+$10.6K	﹤0.01%	412
2024 Q2	–	Sell	-45	Closed	-$2.94K	–	1616
2024 Q1	$2.94K	Buy	45 +1	+2%	+$67	﹤0.01%	818
2023 Q4	$3.17K	Buy	+44	New	+$2.91K	﹤0.01%	786

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Private Wealth Management Group's ZM Position: Q2 2026 in Review

Private Wealth Management Group held its Zoom (ZM) position steady in Q2 2026 at 169 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Private Wealth Management Group first reported a position in ZM in Q4 2023 and has held it in 10 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Private Wealth Management Group held 169 shares of Zoom worth $14.6K as of Q2 2026.
Private Wealth Management Group left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #471 holding.
Private Wealth Management Group first reported a position in Zoom in Q4 2023 and has held it in 10 quarters since.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.