AIA
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Affinity Investment Advisors’s Zoom ZM Stock Holding History

Affinity Investment 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
-11,838
Closed -$952K – 162
2026
Q1 		$952K Buy
11,838
+1,815
+18% +$152K 0.6% 61
2025
Q4 		$865K Buy
10,023
+413
+4% +$34.8K 0.57% 63
2025
Q3 		$793K Buy
9,610
+720
+8% +$56.2K 0.54% 65
2025
Q2 		$693K Buy
+8,890
New +$687K 0.52% 67

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

Affinity Investment Advisors's ZM Position: Q2 2026 in Review

Affinity Investment Advisors sold out of Zoom (ZM) in Q2 2026, closing a stake of 11,838 shares — an estimated $952K sold.

Affinity Investment Advisors first reported a position in ZM in Q2 2025 and held it in 4 quarters. The position peaked at $952K in Q1 2026. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Affinity Investment Advisors reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • Affinity Investment Advisors sold 11,838 Zoom shares in Q2 2026, an estimated $952K.
  • Affinity Investment Advisors first reported a position in Zoom in Q2 2025 and held it in 4 quarters.
  • Affinity Investment Advisors's Zoom position peaked at $952K in Q1 2026.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.