QWM
ZM icon

Quaker Wealth Management’s Zoom ZM Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-6
Closed -$443 – 1762
2025
Q1 		$443 Buy
+6
New +$478 ﹤0.01% 672

Other funds holding ZM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quaker Wealth Management's ZM Position: Q2 2026 in Review

Quaker Wealth Management held its Zoom (ZM) position steady in Q2 2026 at 8 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Quaker Wealth Management first reported a position in ZM in Q2 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Quaker Wealth Management held 8 shares of Zoom worth $691 as of Q2 2026.
  • Quaker Wealth Management left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #667 holding.
  • Quaker Wealth Management first reported a position in Zoom in Q2 2025 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.