United Financial Planning Group’s Zoom ZM Stock Holding History

United Financial Planning 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 Q2	$11.7K	Hold	135	–	–	0.01%	232
2026 Q1	$10.9K	Buy	+135	New	+$11.3K	0.01%	199

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

United Financial Planning Group's ZM Position: Q2 2026 in Review

United Financial Planning Group held its Zoom (ZM) position steady in Q2 2026 at 135 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #232.

United Financial Planning Group first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

United Financial Planning Group held 135 shares of Zoom worth $11.7K as of Q2 2026.
United Financial Planning Group left its Zoom share count unchanged in Q2 2026.
Zoom made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #232 holding.
United Financial Planning Group first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.