VWM
ZM icon

Venturi Wealth Management’s Zoom ZM Stock Holding History

Venturi 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 		$400K Buy
4,634
+484
+12% +$45.8K 0.02% 427
2026
Q1 		$334K Sell
4,150
-1,313
-24% -$110K 0.02% 441
2025
Q4 		$471K Buy
5,463
+1,401
+34% +$118K 0.02% 357
2025
Q3 		$335K Buy
4,062
+1,180
+41% +$92.1K 0.02% 417
2025
Q2 		$225K Sell
2,882
-957
-25% -$74K 0.01% 497
2025
Q1 		$283K Buy
3,839
+1,340
+54% +$107K 0.01% 453
2024
Q4 		$204K Buy
2,499
+1,736
+228% +$136K 0.01% 539
2024
Q3 		$53.2K Buy
763
+274
+56% +$17.1K ﹤0.01% 746
2024
Q2 		$28.9K Buy
489
+138
+39% +$8.48K ﹤0.01% 833
2024
Q1 		$22.9K Buy
351
+9
+3% +$600 ﹤0.01% 699
2023
Q4 		$24.6K Buy
342
+98
+40% +$6.48K ﹤0.01% 642
2023
Q3 		$17.1K Buy
+244
New +$16.9K ﹤0.01% 674
2023
Q2 		– Sell
-40
Closed -$2.95K – 1301
2023
Q1 		$2.95K Buy
+40
New +$2.88K ﹤0.01% 937

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
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
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

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

Venturi Wealth Management increased its Zoom (ZM) stake by 12% in Q2 2026, buying an estimated $45.8K and bringing the position to 4,634 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #427.

Venturi Wealth Management first reported a position in ZM in Q1 2023 and has held it in 13 quarters since. The position peaked at $471K in Q4 2025. 145 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Venturi Wealth Management held 4,634 shares of Zoom worth $400K as of Q2 2026.
  • Venturi Wealth Management bought 484 Zoom shares in Q2 2026, an estimated $45.8K.
  • Zoom made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Venturi Wealth Management first reported a position in Zoom in Q1 2023 and has held it in 13 quarters since.
  • Venturi Wealth Management's Zoom position peaked at $471K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.