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Aptus Capital Advisors’s Zoom ZM Stock Holding History

Aptus Capital 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 		$351K Sell
4,069
-18
-0.4% -$1.7K ﹤0.01% 890
2026
Q1 		$329K Sell
4,087
-614
-13% -$51.4K ﹤0.01% 844
2025
Q4 		$406K Buy
4,701
+2,219
+89% +$187K ﹤0.01% 800
2025
Q3 		$205K Buy
+2,482
New +$194K ﹤0.01% 975

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Aptus Capital Advisors's ZM Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Zoom (ZM) stake by 0.44% in Q2 2026, selling an estimated $1.7K and leaving 4,069 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Aptus Capital Advisors first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $406K in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Aptus Capital Advisors held 4,069 shares of Zoom worth $351K as of Q2 2026.
  • Aptus Capital Advisors sold 18 Zoom shares in Q2 2026, an estimated $1.7K.
  • Zoom made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #890 holding.
  • Aptus Capital Advisors first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Aptus Capital Advisors's Zoom position peaked at $406K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.