Position in ZM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$236,489
-$31,852 QoQ
Shares Held
2,740
-17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#600
of 861 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Graetz Wealth LLC holds $236,489 across 1 Software - Application name. ZM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
2,740 | $236,489 |
All Filings in ZM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,489 | 2,740 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $268,341 | 3,338 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $251,190 | 2,911 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||