AC
ZM icon

Avestar Capital’s Zoom ZM Stock Holding History

Avestar Capital’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 		$441K Buy
+5,112
New +$483K 0.02% 405
2024
Q3 		– Sell
-5,419
Closed -$321K – 510
2024
Q2 		$321K Buy
+5,419
New +$333K 0.03% 328
2022
Q4 		– Sell
-2,972
Closed -$219K – 344
2022
Q3 		$219K Sell
2,972
-1,283
-30% -$122K 0.06% 239
2022
Q2 		$459K Sell
4,255
-5,543
-57% -$585K 0.11% 130
2022
Q1 		$1.15M Buy
9,798
+235
+2% +$32K 0.18% 113
2021
Q4 		$1.76M Sell
9,563
-1,255
-12% -$295K 0.22% 98
2021
Q3 		$2.83M Sell
10,818
-2,268
-17% -$765K 0.36% 62
2021
Q2 		$5.07M Buy
13,086
+3,264
+33% +$1.09M 0.68% 35
2021
Q1 		$3.25M Buy
9,822
+1,594
+19% +$587K 0.73% 27
2020
Q4 		$2.77M Buy
8,228
+50
+0.6% +$22.3K 0.77% 22
2020
Q3 		$4.23M Sell
8,178
-307
-4% -$98.2K 1.4% 17
2020
Q2 		$2.15M Buy
8,485
+583
+7% +$105K 0.95% 20
2020
Q1 		$1.16M Buy
7,902
+3,268
+71% +$322K 0.63% 34
2019
Q4 		$315K Buy
+4,634
New +$319K 0.18% 112

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

Avestar Capital's ZM Position: Q2 2026 in Review

Avestar Capital opened a new position in Zoom (ZM) in Q2 2026: 5,112 shares worth $441K. The stake represents 0.02% of the portfolio and ranks #405 among its holdings. This is a return to the name: Avestar Capital previously reported a position in ZM as recently as Q2 2024.

Avestar Capital first reported a position in ZM in Q4 2019 and has held it in 14 quarters since. The position peaked at $5.07M in Q2 2021. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Avestar Capital held 5,112 shares of Zoom worth $441K as of Q2 2026.
  • Zoom was a new Avestar Capital position in Q2 2026.
  • Zoom made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #405 holding.
  • Avestar Capital first reported a position in Zoom in Q4 2019 and has held it in 14 quarters since.
  • Avestar Capital's Zoom position peaked at $5.07M in Q2 2021.
  • 869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.