SLA
ZM icon

Silver Lake Advisory’s Zoom ZM Stock Holding History

Silver Lake 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
Q3 		$4.1M Sell
45,215
-375
-0.8% -$35.7K 1.51% 24
2026
Q2 		$3.93M Sell
45,590
-1,305
-3% -$123K 1.41% 25
2026
Q1 		$3.77M Buy
46,895
+2,000
+4% +$168K 1.5% 22
2025
Q4 		$3.87M Buy
44,895
+1,910
+4% +$161K 1.5% 24
2025
Q3 		$3.55M Buy
42,985
+995
+2% +$77.6K 1.41% 24
2025
Q2 		$3.27M Buy
41,990
+570
+1% +$44.1K 1.39% 23
2025
Q1 		$3.06M Buy
41,420
+1,095
+3% +$87.3K 1.33% 27
2024
Q4 		$3.29M Buy
40,325
+4,745
+13% +$373K 1.45% 28
2024
Q3 		$2.48M Buy
+35,580
New +$2.22M 1.02% 38

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

Silver Lake Advisory's ZM Position: Q3 2026 in Review

Silver Lake Advisory reduced its Zoom (ZM) stake by 0.82% in Q3 2026, selling an estimated $35.7K and leaving 45,215 shares worth $4.1M. The position accounts for 1.51% of the portfolio, ranked #24.

Silver Lake Advisory first reported a position in ZM in Q3 2024 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Silver Lake Advisory held 45,215 shares of Zoom worth $4.1M as of Q3 2026.
  • Silver Lake Advisory sold 375 Zoom shares in Q3 2026, an estimated $35.7K.
  • Zoom made up 1.51% of Silver Lake Advisory's portfolio in Q3 2026, its #24 holding.
  • Silver Lake Advisory first reported a position in Zoom in Q3 2024 and has held it in 9 quarters since.
  • 187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Silver Lake Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.