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Planning Strategies Inc.’s Zoom ZM Stock Holding History

Planning Strategies Inc.’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 		$1.55K Buy
+18
New +$1.7K ﹤0.01% 654

Other funds holding ZM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Planning Strategies Inc.'s ZM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Zoom (ZM) in Q2 2026: 18 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings.

266 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Planning Strategies Inc. held 18 shares of Zoom worth $1.55K as of Q2 2026.
  • Zoom was a new Planning Strategies Inc. position in Q2 2026.
  • Zoom made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #654 holding.
  • 266 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.