Global Wealth Strategies & Associates ZM — ZOOM VIDEO COMMUNICATIONS INC CL A

Ownership history in Global Wealth Strategies & Associates  ·  7 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported ZOOM VIDEO COMMUNICATIONS INC CL A (ZM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q3. The latest visible filing shows ZM at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in ZOOM VIDEO COMMUNICATIONS INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ZM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZM stock page Global Wealth Strategies & Associates fund profile Global Wealth Strategies & Associates full holdings
How Global Wealth Strategies & Associates held ZM — position size vs. price
% of Fund (quarterly)    ZM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 950 — 0% 0.02% $76K 2026-04-03 $82.36
2025 Q4 UNCHANGED — — — 950 — 0% 0.02% $82K 2026-01-02 $83.32
2025 Q3 UNCHANGED — — — 950 — 0% 0.02% $78K 2025-10-02 $82.24
2025 Q2 UNCHANGED — — — 950 — 0% 0.02% $74K 2025-07-07 $77.17
2025 Q1 REDUCED 72.9% +5.7% ❌ 950 -2,550 -72.9% 0.02% $70K 2025-04-02 $75.04
2024 Q4 REDUCED 35.9% -9.6% ✅ 3,500 -1,962 -35.9% 0.09% $286K 2025-01-02 $81.58
2024 Q3 INITIATED — — — 5,462 — — 0.13% $381K 2024-10-01 $68.64

🏢 Other funds also holding ZM

As of 2026 Q1 — sorted by position size

Avory & Company, LLC 3Y 11.11% AIGH Capital Management LLC 3Y 7.67% Hidden Lake Asset Management LP 3Y 6.8% Comprehensive Financial Management LLC 3Y 3.12% Lane Generational LLC 3Y 3.11% Steamboat Capital Partners, LLC 3Y 7Y 2.96% Cannon Global Investment Management, LLC 3Y 2.56% Hidden Lake Asset Management LP 3Y 2.37% SEIZERT CAPITAL PARTNERS, LLC 3Y 7Y 2.15% Benchstone Capital Management LP 2.13%

FAQ About Global Wealth Strategies & Associates and ZM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning ZM?

Global Wealth Strategies & Associates reported ZM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ZM position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for ZM was 0.13% in 2024 Q3.

What is the latest reported ZM position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 950 shares, equal to 0.02% of portfolio, with an estimated market value of $76K.

What does the chart on this ZM ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly ZM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Wealth Strategies & Associates time their ZM position?

Based on 13F filing dates vs. subsequent ZM price moves, Global Wealth Strategies & Associates correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ZM relative to SPY over the holding period was +1.5%.

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