Alta Wealth Advisors’s Zoom ZM Stock Holding History

Alta Wealth 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	$576K	Sell	6,672 -204	-3%	-$19.3K	0.16%	107
2026 Q1	$553K	Sell	6,876 -330	-5%	-$27.6K	0.18%	102
2025 Q4	$622K	Sell	7,206 -4,330	-38%	-$364K	0.21%	89
2025 Q3	$952K	Buy	+11,536	New	+$900K	0.34%	59
2021 Q4	–	Sell	-2,456	Closed	-$642K	–	159
2021 Q3	$642K	Buy	2,456 +114	+5%	+$38.4K	0.47%	77
2021 Q2	$906K	Sell	2,342 -75	-3%	-$25K	0.66%	50
2021 Q1	$777K	Buy	2,417 +43	+2%	+$15.8K	0.65%	56
2020 Q4	$801K	Buy	+2,374	New	+$1.06M	0.67%	50

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

Alta Wealth Advisors's ZM Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Zoom (ZM) stake by 3% in Q2 2026, selling an estimated $19.3K and leaving 6,672 shares worth $576K. The position accounts for 0.16% of the portfolio, ranked #107.

Alta Wealth Advisors first reported a position in ZM in Q4 2020 and has held it in 8 quarters since. The position peaked at $952K in Q3 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Alta Wealth Advisors held 6,672 shares of Zoom worth $576K as of Q2 2026.
Alta Wealth Advisors sold 204 Zoom shares in Q2 2026, an estimated $19.3K.
Zoom made up 0.16% of Alta Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Alta Wealth Advisors first reported a position in Zoom in Q4 2020 and has held it in 8 quarters since.
Alta Wealth Advisors's Zoom position peaked at $952K in Q3 2025.
863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.