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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
Q2 		$229K Buy
2,650
+15
+0.6% +$1.42K 0.03% 435
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
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

Atlas Capital Advisors's ZM Position: Q2 2026 in Review

Atlas Capital Advisors increased its Zoom (ZM) stake by 0.57% in Q2 2026, buying an estimated $1.42K and bringing the position to 2,650 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #435.

Atlas Capital Advisors first reported a position in ZM in Q4 2020 and has held it in 11 quarters since. The position peaked at $914K in Q4 2024. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Atlas Capital Advisors held 2,650 shares of Zoom worth $229K as of Q2 2026.
  • Atlas Capital Advisors bought 15 Zoom shares in Q2 2026, an estimated $1.42K.
  • Zoom made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #435 holding.
  • Atlas Capital Advisors first reported a position in Zoom in Q4 2020 and has held it in 11 quarters since.
  • Atlas Capital Advisors's Zoom position peaked at $914K in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.