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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Spire Wealth Management increased its Zoom (ZM) stake by 6,179% in Q2 2026, buying an estimated $280K and bringing the position to 3,014 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #708.

Spire Wealth Management first reported a position in ZM in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.32M in Q1 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Spire Wealth Management held 3,014 shares of Zoom worth $260K as of Q2 2026.
Spire Wealth Management bought 2,966 Zoom shares in Q2 2026, an estimated $280K.
Zoom made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #708 holding.
Spire Wealth Management first reported a position in Zoom in Q1 2021 and has held it in 12 quarters since.
Spire Wealth Management's Zoom position peaked at $3.32M in Q1 2021.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.