WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1632972
PLYMOUTH, MN
Position in ZM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,225,651
+$1,612,937 QoQ
Shares Held
130,062
+8.8% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#151
of 861 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Derivatives in ZM
reported options exposure · as of Sep 30, 2023CallValue
$405
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. ZM ranks #14 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in ZM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,225,651 | 130,062 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,612,714 | 119,576 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $13,434,058 | 155,685 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $26,913,645 | 326,226 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,146,040 | 53,168 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,257,093 | 44,152 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,684,120 | 45,143 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $5,195,072 | 74,492 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $669,498 | 11,311 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $721,554 | 11,038 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $347,469 | 4,832 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $405 | 500 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $392,573 | 5,613 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||