Summit Securities Group
ZM icon

Summit Securities Group’s Zoom ZM Stock Holding History

Summit Securities Group’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 		$26.6K Buy
+293
New +$27.9K ﹤0.01% 672
2025
Q3 		– Sell
-10,000
Closed -$780K – 1410
2025
Q2 		$780K Sell
10,000
-2,277
-19% -$176K 0.15% 114
2025
Q1 		$906K Sell
12,277
-8,223
-40% -$655K 0.14% 76
2024
Q4 		$1.67M Buy
20,500
+19,885
+3,233% +$1.56M 0.34% 52
2024
Q3 		$43K Buy
+615
New +$38.4K 0.01% 247
2023
Q4 		– Sell
-29
Closed -$2K – 951
2023
Q3 		$2K Buy
+29
New +$2.01K ﹤0.01% 515
2022
Q4 		– Sell
-622
Closed -$47.2K – 1424
2022
Q3 		$46K Buy
+622
New +$59.2K ﹤0.01% 627
2022
Q2 		– Sell
-997
Closed -$117K – 1260
2022
Q1 		$117K Buy
+997
New +$136K 0.01% 480
2021
Q4 		– Sell
-7,080
Closed -$1.85M – 985
2021
Q3 		$1.85M Buy
+7,080
New +$2.39M 0.14% 165

Other funds holding ZM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Summit Securities Group's ZM Position: Q3 2026 in Review

Summit Securities Group opened a new position in Zoom (ZM) in Q3 2026: 293 shares worth $26.6K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in ZM as recently as Q2 2025.

Summit Securities Group first reported a position in ZM in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.85M in Q3 2021. 451 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Summit Securities Group held 293 shares of Zoom worth $26.6K as of Q3 2026.
  • Zoom was a new Summit Securities Group position in Q3 2026.
  • Zoom made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #672 holding.
  • Summit Securities Group first reported a position in Zoom in Q3 2021 and has held it in 9 quarters since.
  • Summit Securities Group's Zoom position peaked at $1.85M in Q3 2021.
  • 451 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.