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Sherry Group’s Zoom ZM Stock Holding History

Sherry Group’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 		$1.67M Buy
18,825
+9,685
+106% +$923K 1.56% 19
2026
Q2 		$787K Sell
9,140
-559
-6% -$52.8K 0.77% 31
2026
Q1 		$780K Sell
9,699
-657
-6% -$55K 0.85% 28
2025
Q4 		$894K Buy
+10,356
New +$872K 0.94% 29

Other funds holding ZM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Sherry Group's ZM Position: Q3 2026 in Review

Sherry Group increased its Zoom (ZM) stake by 106% in Q3 2026, buying an estimated $923K and bringing the position to 18,825 shares worth $1.67M. The position accounts for 1.56% of the portfolio, ranked #19.

Sherry Group first reported a position in ZM in Q4 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Sherry Group held 18,825 shares of Zoom worth $1.67M as of Q3 2026.
  • Sherry Group bought 9,685 Zoom shares in Q3 2026, an estimated $923K.
  • Zoom made up 1.56% of Sherry Group's portfolio in Q3 2026, its #19 holding.
  • Sherry Group first reported a position in Zoom in Q4 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.