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ZM icon

Allworth Financial’s Zoom ZM Stock Holding History

Allworth 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
Q2 		$1.32M Buy
15,310
+623
+4% +$58.9K 0.01% 640
2026
Q1 		$1.18M Sell
14,687
-2,663
-15% -$223K ﹤0.01% 660
2025
Q4 		$1.5M Buy
17,350
+14,051
+426% +$1.18M 0.01% 582
2025
Q3 		$272K Buy
3,299
+1,853
+128% +$145K ﹤0.01% 1145
2025
Q2 		$113K Buy
1,446
+732
+103% +$56.6K ﹤0.01% 1477
2025
Q1 		$53.9K Buy
714
+31
+5% +$2.47K ﹤0.01% 1518
2024
Q4 		$54.1K Buy
683
+92
+16% +$7.23K ﹤0.01% 1535
2024
Q3 		$41.2K Buy
591
+180
+44% +$11.3K ﹤0.01% 1494
2024
Q2 		$24.2K Sell
411
-200
-33% -$12.3K ﹤0.01% 1756
2024
Q1 		$40K Buy
611
+277
+83% +$18.5K ﹤0.01% 1396
2023
Q4 		$24K Sell
334
-226
-40% -$14.9K ﹤0.01% 1539
2023
Q3 		$39.2K Buy
560
+282
+101% +$19.6K ﹤0.01% 1211
2023
Q2 		$18.9K Sell
278
-309
-53% -$20.7K ﹤0.01% 1577
2023
Q1 		$43.3K Buy
587
+240
+69% +$17.3K ﹤0.01% 1120
2022
Q4 		$23.5K Sell
347
-67
-16% -$5.09K ﹤0.01% 1287
2022
Q3 		$30K Sell
414
-473
-53% -$45K ﹤0.01% 1145
2022
Q2 		$96K Buy
887
+586
+195% +$61.8K ﹤0.01% 728
2022
Q1 		$35K Sell
301
-111
-27% -$15.1K ﹤0.01% 1026
2021
Q4 		$76K Buy
412
+102
+33% +$24K ﹤0.01% 749
2021
Q3 		$81K Buy
310
+38
+14% +$12.8K ﹤0.01% 661
2021
Q2 		$105K Sell
272
-111
-29% -$37K ﹤0.01% 470
2021
Q1 		$123K Buy
383
+44
+13% +$16.2K ﹤0.01% 422
2020
Q4 		$114K Hold
339
– – ﹤0.01% 357
2020
Q3 		$159K Buy
339
+38
+13% +$12.2K ﹤0.01% 268
2020
Q2 		$76K Buy
301
+226
+301% +$40.7K ﹤0.01% 359
2020
Q1 		$11K Buy
75
+38
+103% +$3.75K ﹤0.01% 687
2019
Q4 		$3K Buy
+37
New +$2.55K ﹤0.01% 873

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Allworth Financial's ZM Position: Q2 2026 in Review

Allworth Financial increased its Zoom (ZM) stake by 4.2% in Q2 2026, buying an estimated $58.9K and bringing the position to 15,310 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #640.

Allworth Financial first reported a position in ZM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.5M in Q4 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Allworth Financial held 15,310 shares of Zoom worth $1.32M as of Q2 2026.
  • Allworth Financial bought 623 Zoom shares in Q2 2026, an estimated $58.9K.
  • Zoom made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #640 holding.
  • Allworth Financial first reported a position in Zoom in Q4 2019 and has held it in 27 quarters since.
  • Allworth Financial's Zoom position peaked at $1.5M in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.