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Arkadios Wealth Advisors’s Zoom ZM Stock Holding History

Arkadios Wealth 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 		$1.68M Sell
19,459
-5,123
-21% -$484K 0.03% 602
2026
Q1 		$1.98M Sell
24,582
-8,665
-26% -$726K 0.03% 510
2025
Q4 		$2.87M Sell
33,247
-4,843
-13% -$408K 0.06% 344
2025
Q3 		$3.14M Sell
38,090
-3,209
-8% -$250K 0.08% 279
2025
Q2 		$3.22M Buy
41,299
+652
+2% +$50.4K 0.1% 228
2025
Q1 		$3M Buy
40,647
+1,019
+3% +$81.2K 0.11% 211
2024
Q4 		$3.23M Buy
39,628
+10,417
+36% +$819K 0.18% 122
2024
Q3 		$2.04M Buy
29,211
+2,497
+9% +$156K 0.12% 183
2024
Q2 		$1.58M Sell
26,714
-1,190
-4% -$73.1K 0.11% 198
2024
Q1 		$1.82M Buy
27,904
+486
+2% +$32.4K 0.14% 156
2023
Q4 		$1.97M Sell
27,418
-1,041
-4% -$68.8K 0.17% 130
2023
Q3 		$1.99M Buy
28,459
+7,889
+38% +$548K 0.19% 127
2023
Q2 		$1.4M Sell
20,570
-2,288
-10% -$153K 0.16% 148
2023
Q1 		$1.69M Buy
22,858
+6,089
+36% +$439K 0.2% 128
2022
Q4 		$1.14M Buy
16,769
+1,198
+8% +$91K 0.15% 155
2022
Q3 		$1.15M Buy
15,571
+1,781
+13% +$170K 0.17% 144
2022
Q2 		$1.49M Sell
13,790
-80
-0.6% -$8.44K 0.22% 126
2022
Q1 		$1.63M Buy
13,870
+6,637
+92% +$903K 0.21% 122
2021
Q4 		$1.33M Buy
7,233
+6,289
+666% +$1.48M 0.18% 135
2021
Q3 		$246K Sell
944
-475
-33% -$160K 0.04% 456
2021
Q2 		$549K Sell
1,419
-60
-4% -$20K 0.07% 307
2021
Q1 		$475K Buy
1,479
+417
+39% +$153K 0.08% 259
2020
Q4 		$358K Buy
1,062
+560
+112% +$250K 0.08% 235
2020
Q3 		$281K Hold
502
– – 0.14% 146
2020
Q2 		$131K Buy
502
+430
+597% +$77.4K 0.07% 216
2020
Q1 		$10.5K Buy
+72
New +$7.11K 0.01% 626

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

Arkadios Wealth Advisors's ZM Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Zoom (ZM) stake by 21% in Q2 2026, selling an estimated $484K and leaving 19,459 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #602.

Arkadios Wealth Advisors first reported a position in ZM in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.23M in Q4 2024. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Arkadios Wealth Advisors held 19,459 shares of Zoom worth $1.68M as of Q2 2026.
  • Arkadios Wealth Advisors sold 5,123 Zoom shares in Q2 2026, an estimated $484K.
  • Zoom made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #602 holding.
  • Arkadios Wealth Advisors first reported a position in Zoom in Q1 2020 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Zoom position peaked at $3.23M in Q4 2024.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.