AWM
ZM icon

Avondale Wealth Management’s Zoom ZM Stock Holding History

Avondale Wealth Management’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 		$384K Buy
4,450
+650
+17% +$61.4K 0.16% 48
2026
Q1 		$305K Buy
+3,800
New +$318K 0.15% 54
2024
Q2 		– Sell
-1,462
Closed -$95.6K – 131
2024
Q1 		$95.6K Sell
1,462
-1,470
-50% -$98K 0.07% 63
2023
Q4 		$211K Sell
2,932
-3,850
-57% -$255K 0.17% 44
2023
Q3 		$474K Buy
6,782
+1,500
+28% +$104K 0.42% 28
2023
Q2 		$359K Sell
5,282
-1,769
-25% -$118K 0.3% 32
2023
Q1 		$521K Buy
7,051
+3,100
+78% +$223K 0.45% 25
2022
Q4 		$268K Sell
3,951
-600
-13% -$45.6K 0.23% 32
2022
Q3 		$335K Buy
4,551
+1,970
+76% +$188K 0.37% 26
2022
Q2 		$279K Buy
2,581
+500
+24% +$52.7K 0.32% 31
2022
Q1 		$244K Sell
2,081
-210
-9% -$28.6K 0.29% 39
2021
Q4 		$421K Sell
2,291
-1,265
-36% -$297K 0.43% 29
2021
Q3 		$930K Hold
3,556
– – 0.91% 17
2021
Q2 		$1.38M Sell
3,556
-350
-9% -$117K 1.29% 16
2021
Q1 		$1.25M Buy
3,906
+3,206
+458% +$1.18M 1.24% 14
2020
Q4 		$236K Buy
700
+600
+600% +$268K 0.27% 27
2020
Q3 		$47K Hold
100
– – 0.07% 46
2020
Q2 		$25K Buy
+100
New +$18K 0.04% 61

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

Avondale Wealth Management's ZM Position: Q2 2026 in Review

Avondale Wealth Management increased its Zoom (ZM) stake by 17% in Q2 2026, buying an estimated $61.4K and bringing the position to 4,450 shares worth $384K. The position accounts for 0.16% of the portfolio, ranked #48.

Avondale Wealth Management first reported a position in ZM in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.38M in Q2 2021. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Avondale Wealth Management held 4,450 shares of Zoom worth $384K as of Q2 2026.
  • Avondale Wealth Management bought 650 Zoom shares in Q2 2026, an estimated $61.4K.
  • Zoom made up 0.16% of Avondale Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Avondale Wealth Management first reported a position in Zoom in Q2 2020 and has held it in 18 quarters since.
  • Avondale Wealth Management's Zoom position peaked at $1.38M in Q2 2021.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.