AC
ZM icon

Avory & Company’s Zoom ZM Stock Holding History

Avory & Company’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 		$8.14M Sell
94,352
-12,465
-12% -$1.18M 10.18% 4
2026
Q1 		$8.59M Sell
106,817
-172,692
-62% -$14.5M 11.11% 2
2025
Q4 		$24.1M Sell
279,509
-11,926
-4% -$1M 15.44% 1
2025
Q3 		$24M Sell
291,435
-511
-0.2% -$39.9K 14.49% 3
2025
Q2 		$22.8M Sell
291,946
-3,887
-1% -$301K 13.88% 3
2025
Q1 		$21.8M Sell
295,833
-6,757
-2% -$538K 14.42% 2
2024
Q4 		$24.7M Buy
302,590
+5,840
+2% +$459K 13.84% 2
2024
Q3 		$20.7M Buy
296,750
+18,849
+7% +$1.18M 12.55% 2
2024
Q2 		$16.4M Buy
277,901
+14,323
+5% +$880K 11.58% 2
2024
Q1 		$17.2M Buy
263,578
+26,747
+11% +$1.78M 11.73% 3
2023
Q4 		$17M Buy
236,831
+9,940
+4% +$657K 11.92% 4
2023
Q3 		$15.9M Buy
226,891
+82,233
+57% +$5.71M 13.47% 2
2023
Q2 		$9.82M Buy
144,658
+6,393
+5% +$427K 7.48% 8
2023
Q1 		$10.2M Buy
138,265
+41,555
+43% +$2.99M 7.02% 7
2022
Q4 		$6.55M Buy
96,710
+2,280
+2% +$173K 5.27% 9
2022
Q3 		$6.95M Buy
94,430
+1,681
+2% +$160K 5.89% 9
2022
Q2 		$10M Buy
92,749
+5,017
+6% +$529K 8.5% 5
2022
Q1 		$10.3M Buy
87,732
+24,330
+38% +$3.31M 6.44% 7
2021
Q4 		$9.82M Buy
+63,402
New +$14.9M 5.9% 6

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

Avory & Company's ZM Position: Q2 2026 in Review

Avory & Company reduced its Zoom (ZM) stake by 12% in Q2 2026, selling an estimated $1.18M and leaving 94,352 shares worth $8.14M. The position accounts for 10.18% of the portfolio, ranked #4.

Avory & Company first reported a position in ZM in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.7M in Q4 2024. 859 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Avory & Company held 94,352 shares of Zoom worth $8.14M as of Q2 2026.
  • Avory & Company sold 12,465 Zoom shares in Q2 2026, an estimated $1.18M.
  • Zoom made up 10.18% of Avory & Company's portfolio in Q2 2026, its #4 holding.
  • Avory & Company first reported a position in Zoom in Q4 2021 and has held it in 19 quarters since.
  • Avory & Company's Zoom position peaked at $24.7M in Q4 2024.
  • 859 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.