West Paces Advisors’s Zoom ZM Stock Holding History

West Paces Advisors’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 Q3	$2K	Sell	22 -2	-8%	-$191	﹤0.01%	578
2026 Q2	$2.07K	Buy	+24	New	+$2.27K	﹤0.01%	583
2025 Q2	–	Sell	-22	Closed	-$1.62K	–	578
2025 Q1	$1.62K	Hold	22	–	–	﹤0.01%	457
2024 Q4	$1.8K	Hold	22	–	–	﹤0.01%	448
2024 Q3	$1.53K	Sell	22 -10	-31%	-$625	﹤0.01%	455
2024 Q2	$1.89K	Hold	32	–	–	﹤0.01%	448
2024 Q1	$2.09K	Hold	32	–	–	﹤0.01%	449
2023 Q4	$2.3K	Hold	32	–	–	﹤0.01%	452
2023 Q3	$2.24K	Hold	32	–	–	﹤0.01%	426
2023 Q2	$2.17K	Hold	32	–	–	﹤0.01%	449
2023 Q1	$2.36K	Sell	32 -10	-24%	-$721	﹤0.01%	458
2022 Q4	$2.84K	Hold	42	–	–	﹤0.01%	424
2022 Q3	$3.09K	Buy	42 +17	+68%	+$1.62K	﹤0.01%	413
2022 Q2	$2.7K	Hold	25	–	–	﹤0.01%	469
2022 Q1	$2.93K	Sell	25 -20	-44%	-$2.72K	﹤0.01%	466
2021 Q4	$8.28K	Buy	45 +23	+105%	+$5.41K	﹤0.01%	393
2021 Q3	$5.75K	Hold	22	–	–	﹤0.01%	407
2021 Q2	$8.52K	Hold	22	–	–	﹤0.01%	372
2021 Q1	$7.07K	Sell	22 -24	-52%	-$8.83K	﹤0.01%	366
2020 Q4	$15.5K	Sell	46 -22	-32%	-$9.8K	0.01%	271
2020 Q3	$32K	Hold	68	–	–	0.02%	206
2020 Q2	$17.2K	Hold	68	–	–	0.01%	257
2020 Q1	$9.9K	Buy	+68	New	+$6.71K	0.01%	301

Other funds holding ZM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

West Paces Advisors's ZM Position: Q3 2026 in Review

West Paces Advisors reduced its Zoom (ZM) stake by 8.3% in Q3 2026, selling an estimated $191 and leaving 22 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

West Paces Advisors first reported a position in ZM in Q1 2020 and has held it in 23 quarters since. The position peaked at $32K in Q3 2020. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

West Paces Advisors held 22 shares of Zoom worth $2K as of Q3 2026.
West Paces Advisors sold 2 Zoom shares in Q3 2026, an estimated $191.
Zoom made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #578 holding.
West Paces Advisors first reported a position in Zoom in Q1 2020 and has held it in 23 quarters since.
West Paces Advisors's Zoom position peaked at $32K in Q3 2020.
187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.