Position in ZM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$920,064
+$709,764 QoQ
Shares Held
10,660
+307.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#411
of 865 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Urban Wealth Management, LLC holds $1,141,458 across 2 Software - Application names. ZM ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
10,660 | $920,064 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,230 | $221,394 |
All Filings in ZM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920,064 | 10,660 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $210,300 | 2,616 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $234,363 | 2,716 | Shares | Sole | 2026-01-30 | |
| 2022-06-30 | $423,026 | 3,918 | Shares | Sole | 2022-07-22 | |
| 2020-12-31 | $418,614 | 1,241 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||