WWM
ZM icon

Whalen Wealth Management’s Zoom ZM Stock Holding History

Whalen 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
Q3 		$543K Buy
5,978
+1,027
+21% +$97.9K 0.23% 105
2026
Q2 		$427K Sell
4,951
-1,031
-17% -$97.5K 0.19% 128
2026
Q1 		$481K Buy
5,982
+294
+5% +$24.6K 0.26% 100
2025
Q4 		$491K Sell
5,688
-162
-3% -$13.6K 0.26% 99
2025
Q3 		$483K Buy
5,850
+256
+5% +$20K 0.28% 84
2025
Q2 		$436K Buy
5,594
+265
+5% +$20.5K 0.27% 110
2025
Q1 		$393K Buy
5,329
+2,255
+73% +$180K 0.26% 87
2024
Q4 		$251K Buy
+3,074
New +$242K 0.17% 115

Other funds holding ZM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Whalen Wealth Management's ZM Position: Q3 2026 in Review

Whalen Wealth Management increased its Zoom (ZM) stake by 21% in Q3 2026, buying an estimated $97.9K and bringing the position to 5,978 shares worth $543K. The position accounts for 0.23% of the portfolio, ranked #105.

Whalen Wealth Management first reported a position in ZM in Q4 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Whalen Wealth Management held 5,978 shares of Zoom worth $543K as of Q3 2026.
  • Whalen Wealth Management bought 1,027 Zoom shares in Q3 2026, an estimated $97.9K.
  • Zoom made up 0.23% of Whalen Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Whalen Wealth Management first reported a position in Zoom in Q4 2024 and has held it in 8 quarters since.
  • 20 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.