RWM
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Rialto Wealth Management’s Zoom ZM Stock Holding History

Rialto Wealth Management’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 		$3.45K Buy
40
+20
+100% +$1.89K ﹤0.01% 901
2026
Q1 		$1.61K Buy
20
+5
+33% +$419 ﹤0.01% 946
2025
Q4 		$1.29K Sell
15
-2
-12% -$168 ﹤0.01% 910
2025
Q3 		$1.4K Sell
17
-2
-11% -$156 ﹤0.01% 793
2025
Q2 		$1.48K Buy
+19
New +$1.47K ﹤0.01% 689

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Rialto Wealth Management's ZM Position: Q2 2026 in Review

Rialto Wealth Management increased its Zoom (ZM) stake by 100% in Q2 2026, buying an estimated $1.89K and bringing the position to 40 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Rialto Wealth Management first reported a position in ZM in Q2 2025 and has held it in 5 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Rialto Wealth Management held 40 shares of Zoom worth $3.45K as of Q2 2026.
  • Rialto Wealth Management bought 20 Zoom shares in Q2 2026, an estimated $1.89K.
  • Zoom made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #901 holding.
  • Rialto Wealth Management first reported a position in Zoom in Q2 2025 and has held it in 5 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.