AWA
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Aaron Wealth Advisors’s Zoom ZM Stock Holding History

Aaron Wealth Advisors’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$957K Sell
11,086
-1,980
-15% -$187K 0.05% 254
2026
Q1 		$1.05M Sell
13,066
-13,709
-51% -$1.15M 0.06% 212
2025
Q4 		$2.31M Buy
26,775
+3,042
+13% +$256K 0.13% 110
2025
Q3 		$1.96M Buy
23,733
+18,122
+323% +$1.41M 0.12% 109
2025
Q2 		$438K Sell
5,611
-405
-7% -$31.3K 0.04% 273
2025
Q1 		$444K Buy
6,016
+945
+19% +$75.3K 0.05% 243
2024
Q4 		$414K Buy
5,071
+1,128
+29% +$88.7K 0.05% 244
2024
Q3 		$275K Buy
+3,943
New +$246K 0.03% 323
2022
Q2 		– Sell
-60,373
Closed -$515K – 867
2022
Q1 		$515K Buy
+60,373
New +$8.21M 0.01% 502

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Aaron Wealth Advisors's ZM Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Zoom (ZM) stake by 15% in Q2 2026, selling an estimated $187K and leaving 11,086 shares worth $957K. The position accounts for 0.05% of the portfolio, ranked #254.

Aaron Wealth Advisors first reported a position in ZM in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.31M in Q4 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Aaron Wealth Advisors held 11,086 shares of Zoom worth $957K as of Q2 2026.
  • Aaron Wealth Advisors sold 1,980 Zoom shares in Q2 2026, an estimated $187K.
  • Zoom made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #254 holding.
  • Aaron Wealth Advisors first reported a position in Zoom in Q1 2022 and has held it in 9 quarters since.
  • Aaron Wealth Advisors's Zoom position peaked at $2.31M in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.