Back to ZM
Accurate Wealth Management, LLC → ZM
Accurate Wealth Management, LLC ZM Position History
Zoom Communications, Inc. • Technology
Quarters held
4
Latest value
$2.9M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.4M |
| Q1 2026 | $2.6M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 29.9K | — | — |
| Q2 2026 | $2.6M | 29.2K | — | — |
| Q1 2026 | $2.6M | 32.3K | — | — |
| Q4 2025 | $3.4M | 40.0K | — | — |
Other funds holding ZM
$694.1M
$652.7M
$652.7M
$652.1M
$629.3M
$557.9M
$475.5M