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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → ZM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ZM Position History
Zoom Communications, Inc. • Technology
Quarters held
5
Latest value
$11.1M
Q3 2026
Peak value
$25.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.9M |
| Q4 2025 | $13.3M |
| Q1 2026 | $8.8M |
| Q2 2026 | $10.5M |
| Q3 2026 | $11.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.1M | 131.2K | — | — |
| Q2 2026 | $10.5M | 130.1K | — | — |
| Q1 2026 | $8.8M | 119.6K | — | — |
| Q4 2025 | $13.3M | 155.7K | — | — |
| Q3 2025 | $25.9M | 326.2K | — | — |
Other funds holding ZM
$694.1M
$652.7M
$652.7M
$652.1M
$629.3M
$557.9M
$475.5M