AFG
ZM icon

Atomi Financial Group’s Zoom ZM Stock Holding History

Atomi Financial 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 		$774K Buy
8,968
+780
+10% +$73.7K 0.02% 573
2026
Q1 		$658K Buy
8,188
+248
+3% +$20.8K 0.02% 604
2025
Q4 		$685K Buy
7,940
+725
+10% +$61K 0.02% 555
2025
Q3 		$595K Buy
7,215
+301
+4% +$23.5K 0.02% 581
2025
Q2 		$539K Buy
6,914
+261
+4% +$20.2K 0.02% 557
2025
Q1 		$491K Sell
6,653
-24
-0.4% -$1.91K 0.02% 544
2024
Q4 		$545K Buy
6,677
+376
+6% +$29.6K 0.03% 446
2024
Q3 		$439K Buy
6,301
+1,137
+22% +$71.1K 0.03% 507
2024
Q2 		$306K Buy
5,164
+339
+7% +$20.8K 0.02% 580
2024
Q1 		$315K Buy
+4,825
New +$322K 0.03% 519

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

Atomi Financial Group's ZM Position: Q2 2026 in Review

Atomi Financial Group increased its Zoom (ZM) stake by 9.5% in Q2 2026, buying an estimated $73.7K and bringing the position to 8,968 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #573.

Atomi Financial Group first reported a position in ZM in Q1 2024 and has held it in 10 quarters since. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Atomi Financial Group held 8,968 shares of Zoom worth $774K as of Q2 2026.
  • Atomi Financial Group bought 780 Zoom shares in Q2 2026, an estimated $73.7K.
  • Zoom made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #573 holding.
  • Atomi Financial Group first reported a position in Zoom in Q1 2024 and has held it in 10 quarters since.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.