WAG
ZM icon

Wiser Advisor Group’s Zoom ZM Stock Holding History

Wiser Advisor Group’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
Q1 		$2.57K Sell
32
-7,180
-100% -$601K ﹤0.01% 210
2025
Q4 		$622K Buy
7,212
+25
+0.3% +$2.1K 0.71% 38
2025
Q3 		$593K Buy
+7,187
New +$561K 0.74% 37
2025
Q2 		– Sell
-6,517
Closed -$481K – 269
2025
Q1 		$481K Buy
6,517
+1,522
+30% +$121K 0.71% 32
2024
Q4 		$408K Buy
4,995
+575
+13% +$45.2K 0.59% 36
2024
Q3 		$308K Buy
4,420
+2,455
+125% +$153K 0.46% 39
2024
Q2 		$116K Buy
+1,965
New +$121K 0.18% 62

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wiser Advisor Group's ZM Position: Q1 2026 in Review

Wiser Advisor Group reduced its Zoom (ZM) stake by 100% in Q1 2026, selling an estimated $601K and leaving 32 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Wiser Advisor Group first reported a position in ZM in Q2 2024 and has held it in 7 quarters since. The position peaked at $622K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Wiser Advisor Group held 32 shares of Zoom worth $2.57K as of Q1 2026.
  • Wiser Advisor Group sold 7,180 Zoom shares in Q1 2026, an estimated $601K.
  • Zoom made up ﹤0.01% of Wiser Advisor Group's portfolio in Q1 2026, its #210 holding.
  • Wiser Advisor Group first reported a position in Zoom in Q2 2024 and has held it in 7 quarters since.
  • Wiser Advisor Group's Zoom position peaked at $622K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.