RAFFA WEALTH MANAGEMENT, LLC’s Zoom ZM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$5.61K	Buy	65 +45	+225%	+$4.25K	﹤0.01%	566
2026 Q1	$1.61K	Buy	20 +2	+11%	+$168	﹤0.01%	822
2025 Q4	$1.55K	Hold	18	–	–	﹤0.01%	805
2025 Q3	$1.49K	Hold	18	–	–	﹤0.01%	790
2025 Q2	$1.4K	Hold	18	–	–	﹤0.01%	775
2025 Q1	$1.33K	Hold	18	–	–	﹤0.01%	743
2024 Q4	$1.47K	Hold	18	–	–	﹤0.01%	755
2024 Q3	$1.25K	Hold	18	–	–	﹤0.01%	778
2024 Q2	$1.06K	Hold	18	–	–	﹤0.01%	885
2024 Q1	$1.18K	Hold	18	–	–	﹤0.01%	855
2023 Q4	$1.29K	Hold	18	–	–	﹤0.01%	746
2023 Q3	$1.26K	Hold	18	–	–	﹤0.01%	718
2023 Q2	$1.22K	Hold	18	–	–	﹤0.01%	742
2023 Q1	$1.33K	Hold	18	–	–	﹤0.01%	716
2022 Q4	$1.22K	Hold	18	–	–	﹤0.01%	716
2022 Q3	$1.32K	Hold	18	–	–	﹤0.01%	712
2022 Q2	$1.94K	Hold	18	–	–	﹤0.01%	612
2022 Q1	$2.11K	Hold	18	–	–	﹤0.01%	627
2021 Q4	$3.31K	Hold	18	–	–	﹤0.01%	522
2021 Q3	$4.71K	Hold	18	–	–	﹤0.01%	390
2021 Q2	$6.97K	Sell	18 -49	-73%	-$16.3K	﹤0.01%	315
2021 Q1	$21.1K	Buy	67 +3	+5%	+$1.1K	0.01%	191
2020 Q4	$21.6K	Sell	64 -3	-4%	-$1.34K	0.01%	180
2020 Q3	$31.5K	Sell	67 -49	-42%	-$15.7K	0.01%	147
2020 Q2	$29.4K	Buy	116 +16	+16%	+$2.88K	0.01%	148
2020 Q1	$14.6K	Buy	+100	New	+$9.87K	0.01%	175

Other funds holding ZM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ZM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Zoom (ZM) stake by 225% in Q2 2026, buying an estimated $4.25K and bringing the position to 65 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ZM in Q1 2020 and has held it in 26 quarters since. The position peaked at $31.5K in Q3 2020. 242 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 65 shares of Zoom worth $5.61K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 45 Zoom shares in Q2 2026, an estimated $4.25K.
Zoom made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #566 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Zoom in Q1 2020 and has held it in 26 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Zoom position peaked at $31.5K in Q3 2020.
242 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.