Ritholtz Wealth Management
ZM icon

Ritholtz Wealth Management’s Zoom ZM Stock Holding History

Ritholtz 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
Q3 		$1.71M Buy
18,829
+2,080
+12% +$198K 0.02% 486
2026
Q2 		$1.45M Buy
16,749
+8,730
+109% +$825K 0.02% 518
2026
Q1 		$645K Buy
8,019
+4,710
+142% +$394K 0.01% 695
2025
Q4 		$286K Buy
+3,309
New +$279K 0.01% 914

Other funds holding ZM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
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

Ritholtz Wealth Management's ZM Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Zoom (ZM) stake by 12% in Q3 2026, buying an estimated $198K and bringing the position to 18,829 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #486.

Ritholtz Wealth Management first reported a position in ZM in Q4 2025 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Ritholtz Wealth Management held 18,829 shares of Zoom worth $1.71M as of Q3 2026.
  • Ritholtz Wealth Management bought 2,080 Zoom shares in Q3 2026, an estimated $198K.
  • Zoom made up 0.02% of Ritholtz Wealth Management's portfolio in Q3 2026, its #486 holding.
  • Ritholtz Wealth Management first reported a position in Zoom in Q4 2025 and has held it in 4 quarters since.
  • 608 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.