True Wealth Design
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
Q3 		$212K Sell
2,331
-119
-5% -$11.3K 0.05% 120
2026
Q2 		$211K Buy
2,450
+103
+4% +$9.7K 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% +$9.6K 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 $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

True Wealth Design's ZM Position: Q3 2026 in Review

True Wealth Design reduced its Zoom (ZM) stake by 4.9% in Q3 2026, selling an estimated $11.3K and leaving 2,331 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #120.

True Wealth Design first reported a position in ZM in Q4 2022 and has held it in 16 quarters since. The position peaked at $285K in Q4 2025. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • True Wealth Design held 2,331 shares of Zoom worth $212K as of Q3 2026.
  • True Wealth Design sold 119 Zoom shares in Q3 2026, an estimated $11.3K.
  • Zoom made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #120 holding.
  • True Wealth Design first reported a position in Zoom in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Zoom position peaked at $285K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.