Apella Capital’s Zoom ZM Stock Holding History

Apella Capital’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	$2.4M	Buy	28,058 +67	+0.2%	+$6.33K	0.03%	240
2026 Q1	$2.46M	Buy	27,991 +3,462	+14%	+$290K	0.04%	234
2025 Q4	$2.12M	Buy	24,529 +88	+0.4%	+$7.41K	0.04%	197
2025 Q3	$1.95M	Sell	24,441 -3,419	-12%	-$267K	0.04%	185
2025 Q2	$2.15M	Sell	27,860 -3,754	-12%	-$290K	0.06%	162
2025 Q1	$2.27M	Buy	31,614 +256	+0.8%	+$20.4K	0.08%	128
2024 Q4	$2.56M	Buy	31,358 +2,247	+8%	+$177K	0.1%	103
2024 Q3	$1.97M	Buy	29,111 +4	+0%	+$250	0.08%	107
2024 Q2	$1.66M	Buy	29,107 +7	+0%	+$430	0.07%	111
2024 Q1	$1.86M	Hold	29,100	–	–	0.09%	101
2023 Q4	$1.95M	Buy	+29,100	New	+$1.92M	0.11%	93

Other funds holding ZM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Apella Capital's ZM Position: Q2 2026 in Review

Apella Capital increased its Zoom (ZM) stake by 0.24% in Q2 2026, buying an estimated $6.33K and bringing the position to 28,058 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #240.

Apella Capital first reported a position in ZM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.56M in Q4 2024. 303 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Apella Capital held 28,058 shares of Zoom worth $2.4M as of Q2 2026.
Apella Capital bought 67 Zoom shares in Q2 2026, an estimated $6.33K.
Zoom made up 0.03% of Apella Capital's portfolio in Q2 2026, its #240 holding.
Apella Capital first reported a position in Zoom in Q4 2023 and has held it in 11 quarters since.
Apella Capital's Zoom position peaked at $2.56M in Q4 2024.
303 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.