Bank Julius Baer & Co
ZM icon

Bank Julius Baer & Co’s Zoom ZM Stock Holding History

Bank Julius Baer & Co’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 		$81.4K Sell
943
-80
-8% -$7.56K ﹤0.01% 556
2026
Q1 		$82.2K Buy
1,023
+483
+89% +$40.5K ﹤0.01% 561
2025
Q4 		$46.6K Sell
540
-2,051
-79% -$173K ﹤0.01% 589
2025
Q3 		$214K Buy
2,591
+7
+0.3% +$546 ﹤0.01% 485
2025
Q2 		$201K Sell
2,584
-389
-13% -$30.1K ﹤0.01% 443
2025
Q1 		$219K Sell
2,973
-19
-0.6% -$1.51K ﹤0.01% 420
2024
Q4 		$269K Sell
2,992
-1,383
-32% -$109K ﹤0.01% 399
2024
Q3 		$362K Buy
+4,375
New +$273K ﹤0.01% 358
2024
Q2 		– Sell
-7,331
Closed -$479K – 562
2024
Q1 		$479K Sell
7,331
-816
-10% -$54.4K ﹤0.01% 319
2023
Q4 		$586K Buy
8,147
+1,816
+29% +$120K ﹤0.01% 315
2023
Q3 		$443K Buy
6,331
+670
+12% +$46.5K ﹤0.01% 327
2023
Q2 		$384K Sell
5,661
-577
-9% -$38.6K ﹤0.01% 366
2023
Q1 		$461K Sell
6,238
-706
-10% -$50.9K ﹤0.01% 355
2022
Q4 		$470K Buy
6,944
+2,334
+51% +$177K ﹤0.01% 346
2022
Q3 		$339K Buy
4,610
+3,425
+289% +$326K ﹤0.01% 364
2022
Q2 		$128K Sell
1,185
-130
-10% -$13.7K ﹤0.01% 464
2022
Q1 		$154K Buy
1,315
+743
+130% +$101K ﹤0.01% 448
2021
Q4 		$105K Sell
572
-4,562
-89% -$1.07M ﹤0.01% 600
2021
Q3 		$1.34M Buy
5,134
+1,119
+28% +$377K 0.01% 295
2021
Q2 		$1.55M Buy
4,015
+597
+17% +$199K 0.01% 310
2021
Q1 		$1.1M Sell
3,418
-1,047
-23% -$385K 0.01% 325
2020
Q4 		$1.51M Buy
4,465
+259
+6% +$115K 0.01% 292
2020
Q3 		$1.8M Sell
4,206
-1,599
-28% -$511K 0.02% 232
2020
Q2 		$1.31M Buy
5,805
+219
+4% +$39.4K 0.02% 240
2020
Q1 		$816K Buy
+5,586
New +$551K 0.02% 252

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

Bank Julius Baer & Co's ZM Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Zoom (ZM) stake by 7.8% in Q2 2026, selling an estimated $7.56K and leaving 943 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Bank Julius Baer & Co first reported a position in ZM in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.8M in Q3 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Bank Julius Baer & Co held 943 shares of Zoom worth $81.4K as of Q2 2026.
  • Bank Julius Baer & Co sold 80 Zoom shares in Q2 2026, an estimated $7.56K.
  • Zoom made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #556 holding.
  • Bank Julius Baer & Co first reported a position in Zoom in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Zoom position peaked at $1.8M in Q3 2020.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.