Atria Investments’s Zoom ZM Stock Holding History

Atria Investments’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	$403K	Buy	4,665 +1,158	+33%	+$109K	﹤0.01%	1645
2026 Q1	$282K	Buy	3,507 +584	+20%	+$48.9K	﹤0.01%	1796
2025 Q4	$252K	Buy	2,923 +323	+12%	+$27.2K	﹤0.01%	1845
2025 Q3	$215K	Buy	+2,600	New	+$203K	﹤0.01%	1913

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 $3.38T AUM 44.17% 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

Atria Investments's ZM Position: Q2 2026 in Review

Atria Investments increased its Zoom (ZM) stake by 33% in Q2 2026, buying an estimated $109K and bringing the position to 4,665 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Atria Investments first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Atria Investments held 4,665 shares of Zoom worth $403K as of Q2 2026.
Atria Investments bought 1,158 Zoom shares in Q2 2026, an estimated $109K.
Zoom made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1645 holding.
Atria Investments first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.