RCA
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Resonant Capital Advisors’s Zoom ZM Stock Holding History

Resonant Capital 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
Q2 		$441K Sell
5,114
-143
-3% -$13.5K 0.02% 316
2026
Q1 		$423K Buy
5,257
+490
+10% +$41K 0.02% 302
2025
Q4 		$411K Buy
4,767
+883
+23% +$74.3K 0.02% 282
2025
Q3 		$320K Buy
3,884
+1,143
+42% +$89.2K 0.02% 318
2025
Q2 		$214K Buy
+2,741
New +$212K 0.01% 396

Other funds holding ZM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Resonant Capital Advisors's ZM Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Zoom (ZM) stake by 2.7% in Q2 2026, selling an estimated $13.5K and leaving 5,114 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #316.

Resonant Capital Advisors first reported a position in ZM in Q2 2025 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Resonant Capital Advisors held 5,114 shares of Zoom worth $441K as of Q2 2026.
  • Resonant Capital Advisors sold 143 Zoom shares in Q2 2026, an estimated $13.5K.
  • Zoom made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #316 holding.
  • Resonant Capital Advisors first reported a position in Zoom in Q2 2025 and has held it in 5 quarters since.
  • 400 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.