BWA
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Basecamp Wealth Advisors’s Zoom ZM Stock Holding History

Basecamp Wealth Advisors’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 		$14.6K Buy
169
+79
+88% +$7.47K ﹤0.01% 918
2026
Q1 		$7.24K Buy
90
+79
+718% +$6.62K ﹤0.01% 1104
2025
Q4 		$949 Buy
+11
New +$926 ﹤0.01% 1510

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Basecamp Wealth Advisors's ZM Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Zoom (ZM) stake by 88% in Q2 2026, buying an estimated $7.47K and bringing the position to 169 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Basecamp Wealth Advisors first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Basecamp Wealth Advisors held 169 shares of Zoom worth $14.6K as of Q2 2026.
  • Basecamp Wealth Advisors bought 79 Zoom shares in Q2 2026, an estimated $7.47K.
  • Zoom made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #918 holding.
  • Basecamp Wealth Advisors first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.