AWM
ZM icon

Activest Wealth Management’s Zoom ZM Stock Holding History

Activest Wealth Management’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 		$31K Sell
359
-1
-0.3% -$95 0.01% 354
2026
Q1 		$28.9K Sell
360
-126
-26% -$10.6K 0.01% 434
2025
Q4 		$41.9K Buy
486
+475
+4,318% +$40K 0.01% 352
2025
Q3 		$908 Hold
11
– – ﹤0.01% 883
2025
Q2 		$858 Buy
11
+8
+267% +$618 ﹤0.01% 787
2025
Q1 		$221 Sell
3
-65
-96% -$5.18K ﹤0.01% 928
2024
Q4 		$5.55K Buy
68
+2
+3% +$157 ﹤0.01% 366
2024
Q3 		$4.6K Hold
66
– – ﹤0.01% 368
2024
Q2 		$3.91K Hold
66
– – ﹤0.01% 362
2024
Q1 		$4.31K Hold
66
– – ﹤0.01% 269
2023
Q4 		$4.75K Buy
+66
New +$4.36K ﹤0.01% 233
2023
Q3 		– Sell
-66
Closed -$12.3K – 408
2023
Q2 		$12.3K Hold
66
– – 0.01% 156
2023
Q1 		$4.75K Sell
66
-20
-23% -$1.44K ﹤0.01% 215
2022
Q4 		$5.83K Hold
86
– – ﹤0.01% 346
2022
Q3 		$6K Sell
86
-11
-11% -$1.05K ﹤0.01% 341
2022
Q2 		$10K Buy
97
+31
+47% +$3.27K 0.01% 206
2022
Q1 		$8K Buy
66
+41
+164% +$5.58K 0.01% 230
2021
Q4 		$5K Hold
25
– – ﹤0.01% 263
2021
Q3 		$7K Buy
+25
New +$8.43K ﹤0.01% 263

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

Activest Wealth Management's ZM Position: Q2 2026 in Review

Activest Wealth Management reduced its Zoom (ZM) stake by 0.28% in Q2 2026, selling an estimated $95 and leaving 359 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #354.

Activest Wealth Management first reported a position in ZM in Q3 2021 and has held it in 19 quarters since. The position peaked at $41.9K in Q4 2025. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Activest Wealth Management held 359 shares of Zoom worth $31K as of Q2 2026.
  • Activest Wealth Management sold 1 Zoom share in Q2 2026, an estimated $95.
  • Zoom made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Activest Wealth Management first reported a position in Zoom in Q3 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Zoom position peaked at $41.9K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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