RWS
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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
Q2 		$87 Sell
1
-2
-67% -$189 ﹤0.01% 792
2026
Q1 		$242 Buy
+3
New +$251 ﹤0.01% 772

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Retirement Wealth Solutions's ZM Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Zoom (ZM) stake by 67% in Q2 2026, selling an estimated $189 and leaving 1 share worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Retirement Wealth Solutions first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. The position peaked at $242 in Q1 2026. 93 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Retirement Wealth Solutions held 1 share of Zoom worth $87 as of Q2 2026.
  • Retirement Wealth Solutions sold 2 Zoom shares in Q2 2026, an estimated $189.
  • Zoom made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #792 holding.
  • Retirement Wealth Solutions first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
  • Retirement Wealth Solutions's Zoom position peaked at $242 in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.