Wealth Enhancement Advisory Services
ZM icon

Wealth Enhancement Advisory Services’s Zoom ZM Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.5M Buy
130,062
+10,486
+9% +$991K 0.02% 653
2026
Q1 		$8.81M Sell
119,576
-36,109
-23% -$3.02M 0.02% 643
2025
Q4 		$13.3M Sell
155,685
-170,541
-52% -$14.4M 0.02% 600
2025
Q3 		$25.9M Buy
326,226
+273,058
+514% +$21.3M 0.04% 383
2025
Q2 		$4.18M Buy
53,168
+9,016
+20% +$697K 0.01% 979
2025
Q1 		$3.26M Sell
44,152
-991
-2% -$79K 0.01% 1010
2024
Q4 		$3.68M Sell
45,143
-29,349
-39% -$2.31M 0.01% 911
2024
Q3 		$5.2M Buy
74,492
+63,181
+559% +$3.95M 0.01% 707
2024
Q2 		$669K Buy
11,311
+273
+2% +$16.8K ﹤0.01% 1472
2024
Q1 		$722K Buy
11,038
+6,206
+128% +$414K ﹤0.01% 1385
2023
Q4 		$347K Sell
4,832
-781
-14% -$51.6K ﹤0.01% 1721
2023
Q3 		$393K Buy
+5,613
New +$390K ﹤0.01% 1578

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's ZM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Zoom (ZM) stake by 8.8% in Q2 2026, buying an estimated $991K and bringing the position to 130,062 shares worth $10.5M. The position accounts for 0.02% of the portfolio, ranked #653.

Wealth Enhancement Advisory Services first reported a position in ZM in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.9M in Q3 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 130,062 shares of Zoom worth $10.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,486 Zoom shares in Q2 2026, an estimated $991K.
  • Zoom made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #653 holding.
  • Wealth Enhancement Advisory Services first reported a position in Zoom in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Zoom position peaked at $25.9M in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.