Root Financial Partners
ZM icon

Root Financial Partners’s Zoom ZM Stock Holding History

Root Financial Partners’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 		$83.6K Buy
+921
New +$87.8K ﹤0.01% 831
2026
Q2 		– Sell
-1,069
Closed -$85.9K – 3259
2026
Q1 		$85.9K Buy
1,069
+527
+97% +$44.1K ﹤0.01% 629
2025
Q4 		$46.8K Buy
542
+136
+33% +$11.4K ﹤0.01% 743
2025
Q3 		$33.5K Buy
+406
New +$31.7K ﹤0.01% 834

Other funds holding ZM

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 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

Root Financial Partners's ZM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Zoom (ZM) in Q3 2026: 921 shares worth $83.6K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZM as recently as Q1 2026.

Root Financial Partners first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $85.9K in Q1 2026. 648 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Root Financial Partners held 921 shares of Zoom worth $83.6K as of Q3 2026.
  • Zoom was a new Root Financial Partners position in Q3 2026.
  • Zoom made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #831 holding.
  • Root Financial Partners first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Zoom position peaked at $85.9K in Q1 2026.
  • 648 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.