AF
ZM icon

Advisornet Financial’s Zoom ZM Stock Holding History

Advisornet Financial’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
Q1 		$8.92K Buy
111
+95
+594% +$7.96K ﹤0.01% 1578
2025
Q4 		$1.38K Hold
16
– – ﹤0.01% 1947
2025
Q3 		$1.32K Buy
16
+8
+100% +$624 ﹤0.01% 1930
2025
Q2 		$624 Sell
8
-121
-94% -$9.35K ﹤0.01% 2014
2025
Q1 		$9.52K Buy
129
+120
+1,333% +$9.56K ﹤0.01% 1429
2024
Q4 		$734 Sell
9
-15
-63% -$1.18K ﹤0.01% 1714
2024
Q3 		$1.67K Buy
24
+5
+26% +$313 ﹤0.01% 1801
2024
Q2 		$1.13K Hold
19
– – ﹤0.01% 1777
2024
Q1 		$1.24K Sell
19
-111
-85% -$7.4K ﹤0.01% 1708
2023
Q4 		$9.35K Buy
130
+13
+11% +$860 ﹤0.01% 1321
2023
Q3 		$8.18K Buy
117
+8
+7% +$555 ﹤0.01% 1287
2023
Q2 		$7.4K Sell
109
-4
-4% -$267 ﹤0.01% 1409
2023
Q1 		$8.34K Buy
113
+5
+5% +$360 ﹤0.01% 1356
2022
Q4 		$7.32K Sell
108
-257
-70% -$19.5K ﹤0.01% 1372
2022
Q3 		$27K Sell
365
-13
-3% -$1.24K ﹤0.01% 1021
2022
Q2 		$41K Buy
378
+34
+10% +$3.59K ﹤0.01% 929
2022
Q1 		$40K Sell
344
-207
-38% -$28.2K ﹤0.01% 1040
2021
Q4 		$101K Sell
551
-34
-6% -$8K 0.01% 813
2021
Q3 		$153K Buy
585
+423
+261% +$143K 0.01% 665
2021
Q2 		$63K Buy
162
+6
+4% +$2K ﹤0.01% 917
2021
Q1 		$50K Buy
156
+25
+19% +$9.2K ﹤0.01% 939
2020
Q4 		$44K Sell
131
-56
-30% -$25K ﹤0.01% 905
2020
Q3 		$88K Sell
187
-156
-45% -$49.9K 0.01% 708
2020
Q2 		$87K Buy
343
+12
+4% +$2.16K 0.01% 712
2020
Q1 		$48K Buy
331
+211
+176% +$20.8K ﹤0.01% 811
2019
Q4 		$8K Buy
120
+40
+50% +$2.75K ﹤0.01% 1451
2019
Q3 		$6K Buy
+80
New +$7.21K ﹤0.01% 1526

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Advisornet Financial's ZM Position: Q1 2026 in Review

Advisornet Financial increased its Zoom (ZM) stake by 594% in Q1 2026, buying an estimated $7.96K and bringing the position to 111 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Advisornet Financial first reported a position in ZM in Q3 2019 and has held it in 27 quarters since. The position peaked at $153K in Q3 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Advisornet Financial held 111 shares of Zoom worth $8.92K as of Q1 2026.
  • Advisornet Financial bought 95 Zoom shares in Q1 2026, an estimated $7.96K.
  • Zoom made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1578 holding.
  • Advisornet Financial first reported a position in Zoom in Q3 2019 and has held it in 27 quarters since.
  • Advisornet Financial's Zoom position peaked at $153K in Q3 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.