Aspect Partners’s Zoom ZM Stock Holding History

Aspect Partners’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	–	Sell	-23	Closed	-$1.85K	–	764
2026 Q1	$1.85K	Hold	23	–	–	﹤0.01%	502
2025 Q4	$1.99K	Hold	23	–	–	﹤0.01%	523
2025 Q3	$1.9K	Buy	+23	New	+$1.79K	﹤0.01%	545

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

Aspect Partners's ZM Position: Q2 2026 in Review

Aspect Partners sold out of Zoom (ZM) in Q2 2026, closing a stake of 23 shares — an estimated $1.85K sold.

Aspect Partners first reported a position in ZM in Q3 2025 and held it in 3 quarters. The position peaked at $1.99K in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Aspect Partners reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Aspect Partners sold 23 Zoom shares in Q2 2026, an estimated $1.85K.
Aspect Partners first reported a position in Zoom in Q3 2025 and held it in 3 quarters.
Aspect Partners's Zoom position peaked at $1.99K in Q4 2025.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.