Atlas Capital Advisors’s Zoom ZM Stock Holding History

Atlas 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 Q1	$212K	Sell	2,635 -2,169	-45%	-$182K	0.02%	403
2025 Q4	$415K	Buy	+4,804	New	+$404K	0.05%	291
2025 Q2	$327K	Sell	4,195 -1,730	-29%	-$134K	0.04%	324
2025 Q1	$437K	Sell	5,925 -5,273	-47%	-$420K	0.05%	283
2024 Q4	$914K	Buy	11,198 +8,754	+358%	+$688K	0.12%	151
2024 Q3	$170K	Buy	+2,444	New	+$153K	0.03%	402
2021 Q4	–	Sell	-100	Closed	-$26.1K	–	967
2021 Q3	$26.1K	Hold	100	–	–	﹤0.01%	605
2021 Q2	$38.7K	Hold	100	–	–	0.01%	559
2021 Q1	$32.1K	Hold	100	–	–	0.01%	539
2020 Q4	$33.7K	Buy	+100	New	+$44.6K	0.01%	500

Other funds holding ZM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Atlas Capital Advisors's ZM Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Zoom (ZM) stake by 45% in Q1 2026, selling an estimated $182K and leaving 2,635 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #403.

Atlas Capital Advisors first reported a position in ZM in Q4 2020 and has held it in 10 quarters since. The position peaked at $914K in Q4 2024. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Atlas Capital Advisors held 2,635 shares of Zoom worth $212K as of Q1 2026.
Atlas Capital Advisors sold 2,169 Zoom shares in Q1 2026, an estimated $182K.
Zoom made up 0.02% of Atlas Capital Advisors's portfolio in Q1 2026, its #403 holding.
Atlas Capital Advisors first reported a position in Zoom in Q4 2020 and has held it in 10 quarters since.
Atlas Capital Advisors's Zoom position peaked at $914K in Q4 2024.
815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.