Cornerstone Wealth Group, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1774879
HUNTERSVILLE, NC
Position in ZM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$251,421
-$80,450 QoQ
Shares Held
2,913
-24.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#594
of 861 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $17,804,961 across 15 Software - Application names. ZM ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
31,756 | $7,111,756 | |
| 2 | UBER |
Uber Technologies, Inc
|
52,588 | $3,794,750 | |
| 3 | NOW |
ServiceNow, Inc.
|
30,887 | $3,066,461 | |
| 4 | CRM |
Salesforce, Inc.
|
4,515 | $707,319 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,376 | $516,440 | |
| 6 | DDOG |
Datadog, Inc.
|
1,461 | $380,385 | |
| 7 | INTU |
Intuit Inc.
|
1,303 | $340,083 | |
| 8 | PAYX |
Paychex Inc
|
2,843 | $279,552 |
All Filings in ZM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,421 | 2,913 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $331,871 | 3,846 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $231,495 | 2,806 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||