Accordant Advisory Group’s Zoom ZM Stock Holding History

Accordant Advisory Group’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	$12K	Hold	139	–	–	0.01%	163
2026 Q1	$11.2K	Buy	+139	New	+$11.6K	0.01%	164

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Accordant Advisory Group's ZM Position: Q2 2026 in Review

Accordant Advisory Group held its Zoom (ZM) position steady in Q2 2026 at 139 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #163.

Accordant Advisory Group first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Accordant Advisory Group held 139 shares of Zoom worth $12K as of Q2 2026.
Accordant Advisory Group left its Zoom share count unchanged in Q2 2026.
Zoom made up 0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #163 holding.
Accordant Advisory Group first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.