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ZM icon

Avion Wealth’s Zoom ZM Stock Holding History

Avion Wealth’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 		$8K Buy
96
+20
+26% +$1.89K ﹤0.01% 677
2026
Q1 		$6K Buy
76
+7
+10% +$586 ﹤0.01% 637
2025
Q4 		$5K Sell
69
-1
-1% -$84 ﹤0.01% 684
2025
Q3 		$5K Buy
70
+6
+9% +$468 ﹤0.01% 676
2025
Q2 		$4K Buy
64
+5
+8% +$387 ﹤0.01% 700
2025
Q1 		$4K Hold
59
– – ﹤0.01% 617
2024
Q4 		$4K Buy
59
+9
+18% +$708 ﹤0.01% 615
2024
Q3 		$3K Buy
50
+1
+2% +$63 ﹤0.01% 652
2024
Q2 		$2K Buy
49
+16
+48% +$983 ﹤0.01% 663
2024
Q1 		$3K Buy
33
+1
+3% +$67 ﹤0.01% 612
2023
Q4 		$2K Hold
32
– – ﹤0.01% 645
2023
Q3 		$2K Buy
32
+7
+28% +$486 ﹤0.01% 542
2023
Q2 		$1K Hold
25
– – ﹤0.01% 673
2023
Q1 		$1K Buy
+25
New +$1.8K ﹤0.01% 502
2022
Q3 		– Sell
-36
Closed -$4K – 590
2022
Q2 		$4K Buy
+36
New +$3.8K ﹤0.01% 355

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

Avion Wealth's ZM Position: Q2 2026 in Review

Avion Wealth increased its Zoom (ZM) stake by 26% in Q2 2026, buying an estimated $1.89K and bringing the position to 96 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Avion Wealth first reported a position in ZM in Q2 2022 and has held it in 15 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Avion Wealth held 96 shares of Zoom worth $8K as of Q2 2026.
  • Avion Wealth bought 20 Zoom shares in Q2 2026, an estimated $1.89K.
  • Zoom made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #677 holding.
  • Avion Wealth first reported a position in Zoom in Q2 2022 and has held it in 15 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.