SWM
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SHP Wealth Management’s Zoom ZM Stock Holding History

SHP 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 		$11.2K Sell
129
-10
-7% -$945 ﹤0.01% 942
2026
Q1 		$11.2K Hold
139
– – ﹤0.01% 868
2025
Q4 		$12K Buy
+139
New +$11.7K ﹤0.01% 787

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SHP Wealth Management reduced its Zoom (ZM) stake by 7.2% in Q2 2026, selling an estimated $945 and leaving 129 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

SHP Wealth Management first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $12K in Q4 2025. 482 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • SHP Wealth Management held 129 shares of Zoom worth $11.2K as of Q2 2026.
  • SHP Wealth Management sold 10 Zoom shares in Q2 2026, an estimated $945.
  • Zoom made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #942 holding.
  • SHP Wealth Management first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Zoom position peaked at $12K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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