James T. Borello RIA
ZM icon

James T. Borello RIA’s Zoom ZM Stock Holding History

James T. Borello RIA’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 		$7.81K Hold
86
– – ﹤0.01% 669
2026
Q2 		$7.42K Buy
86
+55
+177% +$5.2K ﹤0.01% 677
2026
Q1 		$2.49K Sell
31
-20
-39% -$1.68K ﹤0.01% 892
2025
Q4 		$4.4K Buy
51
+3
+6% +$253 ﹤0.01% 599
2025
Q3 		$3.96K Buy
48
+47
+4,700% +$3.67K ﹤0.01% 527
2025
Q2 		$78 Hold
1
– – ﹤0.01% 291
2025
Q1 		$74 Hold
1
– – ﹤0.01% 221
2024
Q4 		$82 Hold
1
– – ﹤0.01% 198
2024
Q3 		$70 Hold
1
– – ﹤0.01% 183
2024
Q2 		$59 Hold
1
– – ﹤0.01% 173
2024
Q1 		$65 Hold
1
– – ﹤0.01% 171
2023
Q4 		$72 Buy
+1
New +$66 ﹤0.01% 150

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

James T. Borello RIA's ZM Position: Q3 2026 in Review

James T. Borello RIA held its Zoom (ZM) position steady in Q3 2026 at 86 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

James T. Borello RIA first reported a position in ZM in Q4 2023 and has held it in 12 quarters since. 187 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • James T. Borello RIA held 86 shares of Zoom worth $7.81K as of Q3 2026.
  • James T. Borello RIA left its Zoom share count unchanged in Q3 2026.
  • Zoom made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #669 holding.
  • James T. Borello RIA first reported a position in Zoom in Q4 2023 and has held it in 12 quarters since.
  • 187 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.