Spire Wealth Management
ZM icon

Spire Wealth Management’s Zoom ZM Stock Holding History

Spire 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
Q3 		$163K Sell
1,798
-1,216
-40% -$116K 0.01% 815
2026
Q2 		$260K Buy
3,014
+2,966
+6,179% +$280K 0.01% 708
2026
Q1 		$3.86K Sell
48
-12
-20% -$1K ﹤0.01% 1898
2025
Q4 		$5.19K Sell
60
-15
-20% -$1.26K ﹤0.01% 1902
2025
Q3 		$6.19K Sell
75
-395
-84% -$30.8K ﹤0.01% 1907
2025
Q2 		$36.7K Sell
470
-926
-66% -$71.6K ﹤0.01% 1308
2025
Q1 		$103K Buy
1,396
+1,268
+991% +$101K ﹤0.01% 1023
2024
Q4 		$10.4K Buy
+128
New +$10.1K ﹤0.01% 1818
2022
Q2 		– Sell
-5,508
Closed -$646K – 2854
2022
Q1 		$646K Sell
5,508
-3,145
-36% -$428K 0.02% 499
2021
Q4 		$1.59M Buy
8,653
+836
+11% +$197K 0.04% 346
2021
Q3 		$2.04M Sell
7,817
-732
-9% -$247K 0.05% 278
2021
Q2 		$3.31M Sell
8,549
-1,809
-17% -$602K 0.09% 208
2021
Q1 		$3.32M Buy
+10,358
New +$3.81M 0.09% 205

Other funds holding ZM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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

Spire Wealth Management's ZM Position: Q3 2026 in Review

Spire Wealth Management reduced its Zoom (ZM) stake by 40% in Q3 2026, selling an estimated $116K and leaving 1,798 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #815.

Spire Wealth Management first reported a position in ZM in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.32M in Q1 2021. 706 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Spire Wealth Management held 1,798 shares of Zoom worth $163K as of Q3 2026.
  • Spire Wealth Management sold 1,216 Zoom shares in Q3 2026, an estimated $116K.
  • Zoom made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #815 holding.
  • Spire Wealth Management first reported a position in Zoom in Q1 2021 and has held it in 13 quarters since.
  • Spire Wealth Management's Zoom position peaked at $3.32M in Q1 2021.
  • 706 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.