Ameritas Advisory Services’s Zoom ZM Stock Holding History

Ameritas Advisory Services’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	$1.06M	Buy	+12,302	New	+$1.16M	0.02%	540
2025 Q4	–	Sell	-678	Closed	-$55.9K	–	2157
2025 Q3	$55.9K	Sell	678 -12,828	-95%	-$1M	﹤0.01%	1039
2025 Q2	$1.05M	Sell	13,506 -187	-1%	-$14.5K	0.05%	329
2025 Q1	$1.01M	Sell	13,693 -1,402	-9%	-$112K	0.04%	391
2024 Q4	$1.23M	Buy	15,095 +610	+4%	+$48K	0.04%	359
2024 Q3	$1.01M	Buy	14,485 +992	+7%	+$62K	0.04%	382
2024 Q2	$799K	Buy	13,493 +942	+8%	+$57.9K	0.03%	469
2024 Q1	$820K	Buy	12,551 +3,589	+40%	+$239K	0.03%	428
2023 Q4	$642K	Buy	8,962 +663	+8%	+$43.8K	0.04%	375
2023 Q3	$578K	Buy	+8,299	New	+$576K	0.03%	470
2023 Q2	–	Sell	-3,142	Closed	-$209K	–	2593
2023 Q1	$209K	Sell	3,142 -68	-2%	-$4.9K	0.01%	754
2022 Q4	$217K	Sell	3,210 -171	-5%	-$13K	0.01%	799
2022 Q3	$249K	Buy	3,381 +223	+7%	+$21.2K	0.01%	642
2022 Q2	$341K	Buy	3,158 +660	+26%	+$69.6K	0.02%	567
2022 Q1	$293K	Buy	2,498 +721	+41%	+$98.1K	0.01%	669
2021 Q4	$327K	Buy	+1,777	New	+$418K	0.01%	622

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

Ameritas Advisory Services's ZM Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Zoom (ZM) in Q2 2026: 12,302 shares worth $1.06M. The stake represents 0.02% of the portfolio and ranks #540 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in ZM as recently as Q3 2025.

Ameritas Advisory Services first reported a position in ZM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.23M in Q4 2024. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Ameritas Advisory Services held 12,302 shares of Zoom worth $1.06M as of Q2 2026.
Zoom was a new Ameritas Advisory Services position in Q2 2026.
Zoom made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #540 holding.
Ameritas Advisory Services first reported a position in Zoom in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's Zoom position peaked at $1.23M in Q4 2024.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.