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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Rehmann Capital Advisory Group's ZM Position: Q1 2026 in Review

Rehmann Capital Advisory Group opened a new position in Zoom (ZM) in Q1 2026: 12,506 shares worth $1.01M. The stake represents 0.05% of the portfolio and ranks #249 among its holdings. This is a return to the name: Rehmann Capital Advisory Group previously reported a position in ZM as recently as Q4 2021.

Rehmann Capital Advisory Group first reported a position in ZM in Q3 2019 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Rehmann Capital Advisory Group held 12,506 shares of Zoom worth $1.01M as of Q1 2026.
Zoom was a new Rehmann Capital Advisory Group position in Q1 2026.
Zoom made up 0.05% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #249 holding.
Rehmann Capital Advisory Group first reported a position in Zoom in Q3 2019 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.