Addison Advisors’s Zoom ZM Stock Holding History

Addison 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	–	Sell	-27	Closed	-$2.55K	–	702
2026 Q1	$2.17K	Hold	27	–	–	﹤0.01%	825
2025 Q4	$2.33K	Hold	27	–	–	﹤0.01%	776
2025 Q3	$2.23K	Sell	27 -28	-51%	-$2.18K	﹤0.01%	772
2025 Q2	$4.29K	Buy	+55	New	+$4.25K	﹤0.01%	715
2023 Q4	–	Sell	-85	Closed	-$5.95K	–	729
2023 Q3	$5.95K	Hold	85	–	–	﹤0.01%	536
2023 Q2	$5.77K	Hold	85	–	–	﹤0.01%	527
2023 Q1	$6.28K	Hold	85	–	–	﹤0.01%	496
2022 Q4	$5.76K	Hold	85	–	–	﹤0.01%	488
2022 Q3	$6K	Hold	85	–	–	﹤0.01%	493
2022 Q2	$9K	Hold	85	–	–	0.01%	456
2022 Q1	$10K	Buy	+85	New	+$11.6K	0.01%	486

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

Addison Advisors's ZM Position: Q2 2026 in Review

Addison Advisors sold out of Zoom (ZM) in Q2 2026, closing a stake of 27 shares — an estimated $2.55K sold.

Addison Advisors first reported a position in ZM in Q1 2022 and held it in 11 quarters. The position peaked at $10K in Q1 2022. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Addison Advisors reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 27 Zoom shares in Q2 2026, an estimated $2.55K.
Addison Advisors first reported a position in Zoom in Q1 2022 and held it in 11 quarters.
Addison Advisors's Zoom position peaked at $10K in Q1 2022.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.