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
Q2 		$2.76K Hold
32
– – ﹤0.01% 216
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wiser Advisor Group's ZM Position: Q2 2026 in Review

Wiser Advisor Group held its Zoom (ZM) position steady in Q2 2026 at 32 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Wiser Advisor Group first reported a position in ZM in Q2 2024 and has held it in 8 quarters since. The position peaked at $622K in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Wiser Advisor Group held 32 shares of Zoom worth $2.76K as of Q2 2026.
  • Wiser Advisor Group left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #216 holding.
  • Wiser Advisor Group first reported a position in Zoom in Q2 2024 and has held it in 8 quarters since.
  • Wiser Advisor Group's Zoom position peaked at $622K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.