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ALPS Advisors’s Zoom ZM Stock Holding History

ALPS 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 		$1.28M Sell
14,868
-1,212
-8% -$115K 0.01% 629
2026
Q1 		$1.29M Buy
16,080
+1,200
+8% +$101K 0.01% 526
2025
Q4 		$1.28M Sell
14,880
-853
-5% -$71.8K 0.01% 484
2025
Q3 		$1.3M Sell
15,733
-58
-0.4% -$4.53K 0.01% 467
2025
Q2 		$1.23M Sell
15,791
-511
-3% -$39.5K 0.01% 461
2025
Q1 		$1.2M Buy
16,302
+265
+2% +$21.1K 0.01% 436
2024
Q4 		$1.31M Sell
16,037
-2,754
-15% -$217K 0.01% 418
2024
Q3 		$1.31M Sell
18,791
-3,980
-17% -$249K 0.01% 432
2024
Q2 		$1.35M Buy
22,771
+689
+3% +$42.3K 0.01% 399
2024
Q1 		$1.44M Buy
22,082
+7,645
+53% +$510K 0.01% 408
2023
Q4 		$1.04M Buy
14,437
+641
+5% +$42.4K 0.01% 470
2023
Q3 		$965K Sell
13,796
-7,453
-35% -$517K 0.01% 460
2023
Q2 		$1.44M Sell
21,249
-731
-3% -$48.9K 0.01% 383
2023
Q1 		$1.62M Sell
21,980
-4,045
-16% -$291K 0.01% 334
2022
Q4 		$1.76M Sell
26,025
-1,543
-6% -$117K 0.02% 317
2022
Q3 		$2.03M Buy
27,568
+6,346
+30% +$604K 0.02% 308
2022
Q2 		$2.29M Buy
+21,222
New +$2.24M 0.02% 292
2022
Q1 		– Sell
-12,849
Closed -$2.36M – 1018
2021
Q4 		$2.36M Buy
12,849
+4,555
+55% +$1.07M 0.03% 269
2021
Q3 		$2.17M Buy
8,294
+821
+11% +$277K 0.02% 306
2021
Q2 		$2.89M Buy
7,473
+630
+9% +$210K 0.03% 222
2021
Q1 		$2.2M Buy
6,843
+2,013
+42% +$741K 0.02% 270
2020
Q4 		$1.63M Buy
4,830
+1,146
+31% +$511K 0.02% 336
2020
Q3 		$1.73M Buy
+3,684
New +$1.18M 0.03% 252

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

ALPS Advisors's ZM Position: Q2 2026 in Review

ALPS Advisors reduced its Zoom (ZM) stake by 7.5% in Q2 2026, selling an estimated $115K and leaving 14,868 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #629.

ALPS Advisors first reported a position in ZM in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.89M in Q2 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • ALPS Advisors held 14,868 shares of Zoom worth $1.28M as of Q2 2026.
  • ALPS Advisors sold 1,212 Zoom shares in Q2 2026, an estimated $115K.
  • Zoom made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #629 holding.
  • ALPS Advisors first reported a position in Zoom in Q3 2020 and has held it in 23 quarters since.
  • ALPS Advisors's Zoom position peaked at $2.89M in Q2 2021.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.