Advisory Services Network’s Zoom ZM Stock Holding History

Advisory Services Network’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	$1.05M	Buy	13,062 +1,959	+18%	+$164K	0.01%	913
2025 Q4	$958K	Buy	11,103 +9,342	+530%	+$786K	0.01%	906
2025 Q3	$145K	Buy	+1,761	New	+$137K	﹤0.01%	1863
2024 Q2	–	Sell	-8,120	Closed	-$531K	–	1611
2024 Q1	$531K	Sell	8,120 -1,931	-19%	-$129K	0.01%	938
2023 Q4	$723K	Sell	10,051 -30	-0.3%	-$1.98K	0.02%	755
2023 Q3	$705K	Buy	10,081 +454	+5%	+$31.5K	0.02%	770
2023 Q2	$653K	Sell	9,627 -264	-3%	-$17.7K	0.02%	808
2023 Q1	$730K	Buy	9,891 +665	+7%	+$47.9K	0.02%	741
2022 Q4	$625K	Sell	9,226 -936	-9%	-$71.1K	0.02%	766
2022 Q3	$747K	Sell	10,162 -4,108	-29%	-$391K	0.03%	642
2022 Q2	$1.54M	Sell	14,270 -720	-5%	-$75.9K	0.05%	426
2022 Q1	$1.76M	Buy	14,990 +5,177	+53%	+$704K	0.05%	433
2021 Q4	$1.8M	Sell	9,813 -2,215	-18%	-$521K	0.05%	431
2021 Q3	$3.15M	Sell	12,028 -982	-8%	-$331K	0.1%	258
2021 Q2	$5.04M	Sell	13,010 -650	-5%	-$216K	0.16%	155
2021 Q1	$4.39M	Buy	13,660 +1,179	+9%	+$434K	0.16%	156
2020 Q4	$4.21M	Sell	12,481 -874	-7%	-$390K	0.17%	155
2020 Q3	$6.28M	Sell	13,355 -14,533	-52%	-$4.65M	0.3%	68
2020 Q2	$7.07M	Sell	27,888 -1,187	-4%	-$214K	0.39%	48
2020 Q1	$4.25M	Buy	29,075 +28,884	+15,123%	+$2.85M	0.28%	75
2019 Q4	$13K	Buy	+191	New	+$13.1K	﹤0.01%	2245

Other funds holding ZM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Advisory Services Network's ZM Position: Q1 2026 in Review

Advisory Services Network increased its Zoom (ZM) stake by 18% in Q1 2026, buying an estimated $164K and bringing the position to 13,062 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #913.

Advisory Services Network first reported a position in ZM in Q4 2019 and has held it in 21 quarters since. The position peaked at $7.07M in Q2 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Advisory Services Network held 13,062 shares of Zoom worth $1.05M as of Q1 2026.
Advisory Services Network bought 1,959 Zoom shares in Q1 2026, an estimated $164K.
Zoom made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #913 holding.
Advisory Services Network first reported a position in Zoom in Q4 2019 and has held it in 21 quarters since.
Advisory Services Network's Zoom position peaked at $7.07M in Q2 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.