Retirement Wealth Solutions
ZM icon

Retirement Wealth Solutions’s Zoom ZM Stock Holding History

Retirement Wealth Solutions’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
Q3 		$91 Hold
1
– – ﹤0.01% 885
2026
Q2 		$87 Sell
1
-2
-67% -$189 ﹤0.01% 792
2026
Q1 		$242 Buy
+3
New +$251 ﹤0.01% 772

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Fidelity Investments
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Acadian Asset Management
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Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Retirement Wealth Solutions's ZM Position: Q3 2026 in Review

Retirement Wealth Solutions held its Zoom (ZM) position steady in Q3 2026 at 1 share worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Retirement Wealth Solutions first reported a position in ZM in Q1 2026 and has held it in 3 quarters since. The position peaked at $242 in Q1 2026. 593 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Retirement Wealth Solutions held 1 share of Zoom worth $91 as of Q3 2026.
  • Retirement Wealth Solutions left its Zoom share count unchanged in Q3 2026.
  • Zoom made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #885 holding.
  • Retirement Wealth Solutions first reported a position in Zoom in Q1 2026 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Zoom position peaked at $242 in Q1 2026.
  • 593 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.