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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
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 $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ALPS Advisors's ZM Position: Q1 2026 in Review

ALPS Advisors increased its Zoom (ZM) stake by 8.1% in Q1 2026, buying an estimated $101K and bringing the position to 16,080 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #526.

ALPS Advisors first reported a position in ZM in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.89M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • ALPS Advisors held 16,080 shares of Zoom worth $1.29M as of Q1 2026.
  • ALPS Advisors bought 1,200 Zoom shares in Q1 2026, an estimated $101K.
  • Zoom made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #526 holding.
  • ALPS Advisors first reported a position in Zoom in Q3 2020 and has held it in 22 quarters since.
  • ALPS Advisors's Zoom position peaked at $2.89M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.