UWM
ZM icon

Urban Wealth Management’s Zoom ZM Stock Holding History

Urban Wealth Management’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 		$920K Buy
10,660
+8,044
+307% +$760K 0.8% 25
2026
Q1 		$210K Sell
2,616
-100
-4% -$8.38K 0.22% 91
2025
Q4 		$234K Buy
+2,716
New +$229K 0.22% 87
2022
Q2 		$423K Buy
+3,918
New +$413K 1.42% 19
2020
Q4 		$418K Buy
+1,241
New +$553K 0.35% 68

Other funds holding ZM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Urban Wealth Management's ZM Position: Q2 2026 in Review

Urban Wealth Management increased its Zoom (ZM) stake by 307% in Q2 2026, buying an estimated $760K and bringing the position to 10,660 shares worth $920K. The position accounts for 0.8% of the portfolio, ranked #25.

Urban Wealth Management first reported a position in ZM in Q4 2020 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Urban Wealth Management held 10,660 shares of Zoom worth $920K as of Q2 2026.
  • Urban Wealth Management bought 8,044 Zoom shares in Q2 2026, an estimated $760K.
  • Zoom made up 0.8% of Urban Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Urban Wealth Management first reported a position in Zoom in Q4 2020 and has held it in 5 quarters since.
  • 303 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.