Question 1

Does AE Wealth Management own ZM stock?

Accepted Answer

No. AE Wealth Management exited its ZM (Zoom Communications) position in Q2 2025. Its Q1 2025 13F listed 22,728 shares worth $1.7M.

Question 2

How many shares of ZM does AE Wealth Management own?

Accepted Answer

None since Q2 2025, when AE Wealth Management exited the position. Its Q1 2025 13F listed 22,728 shares worth $1.7M.

Question 3

What is AE Wealth Management's ZM position worth?

Accepted Answer

AE Wealth Management's ZM position was worth $1.7M in its Q1 2025 13F, before the exit in Q2 2025.

Question 4

Is AE Wealth Management buying or selling ZM?

Accepted Answer

In Q2 2025, AE Wealth Management exited its entire ZM position.

Question 5

When did AE Wealth Management first buy ZM?

Accepted Answer

AE Wealth Management first reported ZM in its Q1 2020 13F and listed it in 16 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$78.38	0
2025-Q1	New	22,728	—	$1.7M	0.0%	$74.84	36