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ZM icon

True Wealth Design’s Zoom ZM Stock Holding History

True Wealth Design’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 		$211K Buy
2,450
+103
+4% +$9.74K 0.05% 105
2026
Q1 		$189K Sell
2,347
-957
-29% -$80.2K 0.05% 104
2025
Q4 		$285K Buy
3,304
+1,022
+45% +$86K 0.08% 52
2025
Q3 		$188K Buy
2,282
+786
+53% +$61.3K 0.06% 74
2025
Q2 		$117K Buy
1,496
+124
+9% +$9.59K 0.04% 89
2025
Q1 		$101K Buy
1,372
+65
+5% +$5.18K 0.04% 85
2024
Q4 		$107K Buy
1,307
+112
+9% +$8.8K 0.04% 69
2024
Q3 		$83.3K Buy
1,195
+1,184
+10,764% +$74K 0.03% 74
2024
Q2 		$652 Buy
11
+7
+175% +$430 ﹤0.01% 611
2024
Q1 		$262 Buy
4
+2
+100% +$133 ﹤0.01% 723
2023
Q4 		$144 Hold
2
– – ﹤0.01% 716
2023
Q3 		$140 Hold
2
– – ﹤0.01% 690
2023
Q2 		$136 Buy
2
+1
+100% +$67 ﹤0.01% 702
2023
Q1 		$74 Hold
1
– – ﹤0.01% 813
2022
Q4 		$68 Buy
+1
New +$76 ﹤0.01% 763

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B 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 $960M AUM 207.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 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 $3.28B 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

True Wealth Design's ZM Position: Q2 2026 in Review

True Wealth Design increased its Zoom (ZM) stake by 4.4% in Q2 2026, buying an estimated $9.74K and bringing the position to 2,450 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #105.

True Wealth Design first reported a position in ZM in Q4 2022 and has held it in 15 quarters since. The position peaked at $285K in Q4 2025. 93 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • True Wealth Design held 2,450 shares of Zoom worth $211K as of Q2 2026.
  • True Wealth Design bought 103 Zoom shares in Q2 2026, an estimated $9.74K.
  • Zoom made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #105 holding.
  • True Wealth Design first reported a position in Zoom in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Zoom position peaked at $285K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.