Bartlett & Co Wealth Management’s Zoom ZM Stock Holding History

Bartlett & Co 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	$6.47K	Hold	75	–	–	﹤0.01%	1056
2026 Q1	$8K	Hold	75	–	–	﹤0.01%	954
2025 Q4	$6.47K	Hold	75	–	–	﹤0.01%	979
2025 Q3	$6.19K	Hold	75	–	–	﹤0.01%	981
2025 Q2	$5.85K	Hold	75	–	–	﹤0.01%	976
2025 Q1	$5.53K	Hold	75	–	–	﹤0.01%	976
2024 Q4	$6.12K	Hold	75	–	–	﹤0.01%	951
2024 Q3	$5.23K	Sell	75 -35	-32%	-$2.19K	﹤0.01%	973
2024 Q2	$6.51K	Hold	110	–	–	﹤0.01%	963
2024 Q1	$7.19K	Hold	110	–	–	﹤0.01%	946
2023 Q4	$8.04K	Hold	110	–	–	﹤0.01%	1032
2023 Q3	$7.69K	Hold	110	–	–	﹤0.01%	957
2023 Q2	$7.47K	Buy	110 +35	+47%	+$2.34K	﹤0.01%	952
2023 Q1	$5.54K	Hold	75	–	–	﹤0.01%	882
2022 Q4	$5.08K	Hold	75	–	–	﹤0.01%	918
2022 Q3	$5.52K	Hold	75	–	–	﹤0.01%	905
2022 Q2	$8.1K	Sell	75 -36	-32%	-$3.8K	﹤0.01%	916
2022 Q1	$13K	Buy	+111	New	+$15.1K	﹤0.01%	793
2021 Q4	–	Sell	-36	Closed	-$9.41K	–	910
2021 Q3	$9.41K	Hold	36	–	–	﹤0.01%	707
2021 Q2	$13.9K	Hold	36	–	–	﹤0.01%	659
2021 Q1	$11.6K	Hold	36	–	–	﹤0.01%	713
2020 Q4	$12.1K	Hold	36	–	–	﹤0.01%	711
2020 Q3	$16.9K	Hold	36	–	–	﹤0.01%	628
2020 Q2	$9.13K	Buy	+36	New	+$6.48K	﹤0.01%	688

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bartlett & Co Wealth Management's ZM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Zoom (ZM) position steady in Q2 2026 at 75 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Bartlett & Co Wealth Management first reported a position in ZM in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.9K in Q3 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Bartlett & Co Wealth Management held 75 shares of Zoom worth $6.47K as of Q2 2026.
Bartlett & Co Wealth Management left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1056 holding.
Bartlett & Co Wealth Management first reported a position in Zoom in Q2 2020 and has held it in 24 quarters since.
Bartlett & Co Wealth Management's Zoom position peaked at $16.9K in Q3 2020.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.