Aprio Wealth Management’s Zoom ZM Stock Holding History

Aprio Wealth Management’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	$361K	Buy	4,180 +1,047	+33%	+$99K	0.02%	466
2026 Q1	$252K	Buy	+3,133	New	+$262K	0.01%	533

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

Aprio Wealth Management's ZM Position: Q2 2026 in Review

Aprio Wealth Management increased its Zoom (ZM) stake by 33% in Q2 2026, buying an estimated $99K and bringing the position to 4,180 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #466.

Aprio Wealth Management first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Aprio Wealth Management held 4,180 shares of Zoom worth $361K as of Q2 2026.
Aprio Wealth Management bought 1,047 Zoom shares in Q2 2026, an estimated $99K.
Zoom made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #466 holding.
Aprio Wealth Management first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.