Winnow Wealth
ZM icon

Winnow Wealth’s Zoom ZM Stock Holding History

Winnow Wealth’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 		$788K Sell
8,677
-991
-10% -$94.4K 0.52% 68
2026
Q2 		$834K Sell
9,668
-400
-4% -$37.8K 0.57% 58
2026
Q1 		$809K Sell
10,068
-624
-6% -$52.3K 0.62% 59
2025
Q4 		$930K Sell
10,692
-462
-4% -$38.9K 0.69% 52
2025
Q3 		$926K Buy
+11,154
New +$870K 0.72% 58
2025
Q2 		– Sell
-10,823
Closed -$798K – 701
2025
Q1 		$798K Buy
10,823
+2,614
+32% +$208K 0.74% 48
2024
Q4 		$656K Buy
+8,209
New +$645K 0.65% 54

Other funds holding ZM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

Winnow Wealth's ZM Position: Q3 2026 in Review

Winnow Wealth reduced its Zoom (ZM) stake by 10% in Q3 2026, selling an estimated $94.4K and leaving 8,677 shares worth $788K. The position accounts for 0.52% of the portfolio, ranked #68.

Winnow Wealth first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $930K in Q4 2025. 173 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Winnow Wealth held 8,677 shares of Zoom worth $788K as of Q3 2026.
  • Winnow Wealth sold 991 Zoom shares in Q3 2026, an estimated $94.4K.
  • Zoom made up 0.52% of Winnow Wealth's portfolio in Q3 2026, its #68 holding.
  • Winnow Wealth first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
  • Winnow Wealth's Zoom position peaked at $930K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.