Avestar Capital
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
Q3 		$775K Buy
8,533
+3,421
+67% +$326K 0.06% 264
2026
Q2 		$441K Buy
+5,112
New +$483K 0.02% 406
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 		$5.06M 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 		$2.78M 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Avestar Capital's ZM Position: Q3 2026 in Review

Avestar Capital increased its Zoom (ZM) stake by 67% in Q3 2026, buying an estimated $326K and bringing the position to 8,533 shares worth $775K. The position accounts for 0.06% of the portfolio, ranked #264.

Avestar Capital first reported a position in ZM in Q4 2019 and has held it in 15 quarters since. The position peaked at $5.06M in Q2 2021. 361 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Avestar Capital held 8,533 shares of Zoom worth $775K as of Q3 2026.
  • Avestar Capital bought 3,421 Zoom shares in Q3 2026, an estimated $326K.
  • Zoom made up 0.06% of Avestar Capital's portfolio in Q3 2026, its #264 holding.
  • Avestar Capital first reported a position in Zoom in Q4 2019 and has held it in 15 quarters since.
  • Avestar Capital's Zoom position peaked at $5.06M in Q2 2021.
  • 361 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.