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Basepoint Wealth’s Zoom ZM Stock Holding History

Basepoint Wealth’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 		$1.67M Buy
19,393
+3,491
+22% +$330K 0.96% 15
2026
Q1 		$1.28M Buy
15,902
+4,137
+35% +$346K 0.73% 19
2025
Q4 		$1.02M Sell
11,765
-282
-2% -$23.7K 0.62% 24
2025
Q3 		$994K Sell
12,047
-1,488
-11% -$116K 0.7% 23
2025
Q2 		$1.06M Sell
13,535
-1,610
-11% -$124K 0.82% 22
2025
Q1 		$1.12M Sell
15,145
-865
-5% -$68.9K 0.87% 19
2024
Q4 		$1.31M Sell
16,010
-518
-3% -$40.7K 1.04% 17
2024
Q3 		$1.15M Buy
16,528
+61
+0.4% +$3.81K 0.85% 23
2024
Q2 		$975K Sell
16,467
-74
-0.4% -$4.55K 0.77% 26
2024
Q1 		$1.08M Sell
16,541
-55
-0.3% -$3.67K 0.81% 27
2023
Q4 		$1.19M Sell
16,596
-789
-5% -$52.2K 0.96% 20
2023
Q3 		$1.22M Sell
17,385
-58
-0.3% -$4.03K 0.99% 20
2023
Q2 		$1.18M Buy
17,443
+1,178
+7% +$78.8K 0.98% 22
2023
Q1 		$1.2M Buy
16,265
+2,499
+18% +$180K 1% 20
2022
Q4 		$933K Buy
13,766
+3,438
+33% +$261K 0.83% 27
2022
Q3 		$760K Buy
10,328
+3,304
+47% +$315K 0.81% 29
2022
Q2 		$758K Buy
+7,024
New +$741K 0.79% 28

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

Basepoint Wealth's ZM Position: Q2 2026 in Review

Basepoint Wealth increased its Zoom (ZM) stake by 22% in Q2 2026, buying an estimated $330K and bringing the position to 19,393 shares worth $1.67M. The position accounts for 0.96% of the portfolio, ranked #15.

Basepoint Wealth first reported a position in ZM in Q2 2022 and has held it in 17 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Basepoint Wealth held 19,393 shares of Zoom worth $1.67M as of Q2 2026.
  • Basepoint Wealth bought 3,491 Zoom shares in Q2 2026, an estimated $330K.
  • Zoom made up 0.96% of Basepoint Wealth's portfolio in Q2 2026, its #15 holding.
  • Basepoint Wealth first reported a position in Zoom in Q2 2022 and has held it in 17 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.