SIS
ZM icon

Strategic Investment Solutions’s Zoom ZM Stock Holding History

Strategic Investment Solutions’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 		$43.2K Buy
500
+400
+400% +$37.8K 0.01% 277
2026
Q1 		$8.04K Hold
100
– – ﹤0.01% 446
2025
Q4 		$8.63K Hold
100
– – ﹤0.01% 418
2025
Q3 		$8.25K Hold
100
– – ﹤0.01% 391
2025
Q2 		$7.8K Hold
100
– – ﹤0.01% 387
2025
Q1 		$7.38K Hold
100
– – ﹤0.01% 404
2024
Q4 		$8.16K Buy
+100
New +$7.86K ﹤0.01% 402
2024
Q3 		– Sell
-3,490
Closed – – 700
2024
Q2 		$0 Buy
+3,490
New +$214K ﹤0.01% 607

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return