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Creative Planning ZM Position History
Zoom Communications, Inc. • Technology
Quarters held
9
Latest value
$17.1M
Q3 2026
Peak value
$17.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8M |
| Q3 2025 | $180K |
| Q4 2025 | $15.7M |
| Q4 2025 | $309K |
| Q1 2026 | $9.7M |
| Q2 2026 | $218K |
| Q2 2026 | $14.2M |
| Q3 2026 | $244K |
| Q3 2026 | $17.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.1M | 188.7K | — | — |
| Q3 2026 | $244K | 2.7K | — | — |
| Q2 2026 | $14.2M | 164.3K | — | — |
| Q2 2026 | $218K | 2.5K | — | — |
| Q1 2026 | $9.7M | 120.1K | — | — |
| Q4 2025 | $309K | 3.6K | — | — |
| Q4 2025 | $15.7M | 182.1K | — | — |
| Q3 2025 | $180K | 2.2K | — | — |
| Q3 2025 | $8M | 96.6K | — | — |
Other funds holding ZM
$694.1M
$652.7M
$652.7M
$652.1M
$629.3M
$557.9M
$475.5M