Advocate Investing Services’s Zoom ZM Stock Holding History

Advocate Investing Services’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	$26.3K	Hold	305	–	–	0.02%	209
2026 Q1	$24.5K	Buy	305 +5	+2%	+$419	0.02%	193
2025 Q4	$25.9K	Buy	+300	New	+$25.3K	0.02%	175

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

Advocate Investing Services's ZM Position: Q2 2026 in Review

Advocate Investing Services held its Zoom (ZM) position steady in Q2 2026 at 305 shares worth $26.3K. The position accounts for 0.02% of the portfolio, ranked #209.

Advocate Investing Services first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Advocate Investing Services held 305 shares of Zoom worth $26.3K as of Q2 2026.
Advocate Investing Services left its Zoom share count unchanged in Q2 2026.
Zoom made up 0.02% of Advocate Investing Services's portfolio in Q2 2026, its #209 holding.
Advocate Investing Services first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.