Grant Private Wealth Management Inc
Position in ZM — Zoom Communications, Inc.
CIK 2056418
PLEASANTON, CA
Position in ZM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,051,773
+$62,976 QoQ
Shares Held
12,186
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#386
of 860 holders
Holding Since
Dec 2024
6 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, 2026Grant Private Wealth Management Inc holds $11,737,709 across 10 Software - Application names. ZM ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
56,312 | $4,063,473 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,961 | $1,683,888 | |
| 3 | INTU |
Intuit Inc.
|
4,234 | $1,105,074 | |
| 4 | ZM |
Zoom Communications, Inc.
This page
|
12,186 | $1,051,773 | |
| 5 | SHOP |
Shopify Inc.
|
8,974 | $1,024,651 | |
| 6 | CRM |
Salesforce, Inc.
|
6,457 | $1,011,553 | |
| 7 | SNOW |
Snowflake Inc.
|
2,392 | $608,764 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,156 | $482,836 |
All Filings in ZM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051,773 | 12,186 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $988,797 | 12,300 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,026,074 | 11,891 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,071,592 | 12,989 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $949,419 | 12,870 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $934,434 | 11,450 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||