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Ritter Daniher Financial Advisory’s Zoom ZM Stock Holding History

Ritter Daniher Financial Advisory’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 		– Sell
-24
Closed -$1.93K – 627
2026
Q1 		$1.93K Hold
24
– – ﹤0.01% 546
2025
Q4 		$2.07K Hold
24
– – ﹤0.01% 555
2025
Q3 		$1.98K Buy
+24
New +$1.87K ﹤0.01% 428

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

Ritter Daniher Financial Advisory's ZM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory sold out of Zoom (ZM) in Q2 2026, closing a stake of 24 shares — an estimated $1.93K sold.

Ritter Daniher Financial Advisory first reported a position in ZM in Q3 2025 and held it in 3 quarters. The position peaked at $2.07K in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Ritter Daniher Financial Advisory reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 24 Zoom shares in Q2 2026, an estimated $1.93K.
  • Ritter Daniher Financial Advisory first reported a position in Zoom in Q3 2025 and held it in 3 quarters.
  • Ritter Daniher Financial Advisory's Zoom position peaked at $2.07K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.