Ascent Group’s Zoom ZM Stock Holding History

Ascent Group’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	$522K	Buy	6,047 +3,439	+132%	+$325K	0.02%	522
2026 Q1	$210K	Buy	+2,608	New	+$218K	0.01%	717

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

Ascent Group's ZM Position: Q2 2026 in Review

Ascent Group increased its Zoom (ZM) stake by 132% in Q2 2026, buying an estimated $325K and bringing the position to 6,047 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #522.

Ascent Group first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Ascent Group held 6,047 shares of Zoom worth $522K as of Q2 2026.
Ascent Group bought 3,439 Zoom shares in Q2 2026, an estimated $325K.
Zoom made up 0.02% of Ascent Group's portfolio in Q2 2026, its #522 holding.
Ascent Group first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.