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
2023
Q4 		– Sell
-500
Closed -$405 – 2446
2023
Q3 		$405 Buy
+500
New +$34.7K ﹤0.01% 2251

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Victory Capital Management
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Bank of New York Mellon
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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. 436 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.
  • 436 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.