Aptus Capital Advisors
ZM icon

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
Q3 		$321K Sell
3,534
-535
-13% -$51K ﹤0.01% 925
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Aptus Capital Advisors's ZM Position: Q3 2026 in Review

Aptus Capital Advisors reduced its Zoom (ZM) stake by 13% in Q3 2026, selling an estimated $51K and leaving 3,534 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Aptus Capital Advisors first reported a position in ZM in Q3 2025 and has held it in 5 quarters since. The position peaked at $406K in Q4 2025. 706 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Aptus Capital Advisors held 3,534 shares of Zoom worth $321K as of Q3 2026.
  • Aptus Capital Advisors sold 535 Zoom shares in Q3 2026, an estimated $51K.
  • Zoom made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #925 holding.
  • Aptus Capital Advisors first reported a position in Zoom in Q3 2025 and has held it in 5 quarters since.
  • Aptus Capital Advisors's Zoom position peaked at $406K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.