BFS
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Bare Financial Services’s Zoom ZM Stock Holding History

Bare Financial Services’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 		$604 Hold
7
– – ﹤0.01% 1590
2026
Q1 		$563 Buy
7
+1
+17% +$84 ﹤0.01% 1469
2025
Q4 		$518 Sell
6
-3
-33% -$253 ﹤0.01% 1374
2025
Q3 		$743 Buy
+9
New +$702 ﹤0.01% 1106

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

Bare Financial Services's ZM Position: Q2 2026 in Review

Bare Financial Services held its Zoom (ZM) position steady in Q2 2026 at 7 shares worth $604. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Bare Financial Services first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $743 in Q3 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Bare Financial Services held 7 shares of Zoom worth $604 as of Q2 2026.
  • Bare Financial Services left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1590 holding.
  • Bare Financial Services first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Bare Financial Services's Zoom position peaked at $743 in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.