Rehmann Capital Advisory Group’s Zoom ZM Stock Holding History

Rehmann Capital Advisory 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	$1.48M	Buy	17,179 +4,673	+37%	+$442K	0.07%	201
2026 Q1	$1.01M	Buy	+12,506	New	+$1.05M	0.05%	249
2022 Q1	–	Sell	-1,229	Closed	-$226K	–	595
2021 Q4	$226K	Buy	+1,229	New	+$289K	0.02%	496
2021 Q3	–	Sell	-549	Closed	-$214K	–	575
2021 Q2	$214K	Sell	549 -756	-58%	-$252K	0.02%	508
2021 Q1	$418K	Buy	1,305 +469	+56%	+$173K	0.04%	333
2020 Q4	$474K	Sell	836 -299	-26%	-$133K	0.05%	277
2020 Q3	$534K	Buy	+1,135	New	+$363K	0.07%	236
2019 Q3	$15.2K	Buy	+200	New	+$18K	﹤0.01%	938

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

Rehmann Capital Advisory Group's ZM Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its Zoom (ZM) stake by 37% in Q2 2026, buying an estimated $442K and bringing the position to 17,179 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #201.

Rehmann Capital Advisory Group first reported a position in ZM in Q3 2019 and has held it in 8 quarters since. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Rehmann Capital Advisory Group held 17,179 shares of Zoom worth $1.48M as of Q2 2026.
Rehmann Capital Advisory Group bought 4,673 Zoom shares in Q2 2026, an estimated $442K.
Zoom made up 0.07% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #201 holding.
Rehmann Capital Advisory Group first reported a position in Zoom in Q3 2019 and has held it in 8 quarters since.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.