BHWM
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Bay Harbor Wealth Management’s Zoom ZM Stock Holding History

Bay Harbor 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 		$3.8K Buy
44
+11
+33% +$1.04K ﹤0.01% 481
2026
Q1 		$2.65K Buy
33
+8
+32% +$670 ﹤0.01% 495
2025
Q4 		$2.16K Buy
25
+10
+67% +$842 ﹤0.01% 462
2025
Q3 		$1.24K Buy
15
+4
+36% +$312 ﹤0.01% 476
2025
Q2 		$857 Buy
11
+5
+83% +$387 ﹤0.01% 495
2025
Q1 		$442 Buy
+6
New +$478 ﹤0.01% 456

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

Bay Harbor Wealth Management's ZM Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Zoom (ZM) stake by 33% in Q2 2026, buying an estimated $1.04K and bringing the position to 44 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Bay Harbor Wealth Management first reported a position in ZM in Q1 2025 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Bay Harbor Wealth Management held 44 shares of Zoom worth $3.8K as of Q2 2026.
  • Bay Harbor Wealth Management bought 11 Zoom shares in Q2 2026, an estimated $1.04K.
  • Zoom made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Bay Harbor Wealth Management first reported a position in Zoom in Q1 2025 and has held it in 6 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.