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Beacon Pointe Advisors’s Zoom ZM Stock Holding History

Beacon Pointe 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 		$11.7M Buy
135,306
+1,691
+1% +$160K 0.05% 305
2026
Q1 		$10.7M Buy
133,615
+12,841
+11% +$1.08M 0.06% 301
2025
Q4 		$10.4M Sell
120,774
-1,191
-1% -$100K 0.07% 246
2025
Q3 		$10.1M Buy
121,965
+1,648
+1% +$129K 0.09% 222
2025
Q2 		$9.38M Buy
120,317
+9,153
+8% +$708K 0.1% 189
2025
Q1 		$8.2M Sell
111,164
-71
-0.1% -$5.66K 0.09% 203
2024
Q4 		$9.08M Buy
111,235
+13,642
+14% +$1.07M 0.1% 181
2024
Q3 		$6.81M Buy
97,593
+1,687
+2% +$105K 0.08% 227
2024
Q2 		$5.68M Sell
95,906
-18,816
-16% -$1.16M 0.07% 251
2024
Q1 		$7.5M Buy
114,722
+39,024
+52% +$2.6M 0.08% 217
2023
Q4 		$5.44M Buy
75,698
+67,967
+879% +$4.49M 0.07% 263
2023
Q3 		$541K Buy
+7,731
New +$537K 0.01% 843
2022
Q3 		– Sell
-2,555
Closed -$276K – 1074
2022
Q2 		$276K Buy
+2,555
New +$269K 0.01% 853
2021
Q4 		– Sell
-988
Closed -$258K – 1019
2021
Q3 		$258K Buy
988
+12
+1% +$4.05K 0.01% 764
2021
Q2 		$378K Buy
976
+287
+42% +$95.6K 0.01% 578
2021
Q1 		$221K Sell
689
-1,001
-59% -$368K 0.01% 470
2020
Q4 		$569K Buy
1,690
+942
+126% +$420K 0.04% 262
2020
Q3 		$352K Sell
748
-803
-52% -$257K 0.03% 277
2020
Q2 		$393K Buy
+1,551
New +$279K 0.04% 267
2020
Q1 		– Sell
-116,664
Closed -$7.94M – 320
2019
Q4 		$7.94M Buy
+116,664
New +$8.03M 2.46% 8

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

Beacon Pointe Advisors's ZM Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Zoom (ZM) stake by 1.3% in Q2 2026, buying an estimated $160K and bringing the position to 135,306 shares worth $11.7M. The position accounts for 0.05% of the portfolio, ranked #305.

Beacon Pointe Advisors first reported a position in ZM in Q4 2019 and has held it in 20 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Beacon Pointe Advisors held 135,306 shares of Zoom worth $11.7M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,691 Zoom shares in Q2 2026, an estimated $160K.
  • Zoom made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #305 holding.
  • Beacon Pointe Advisors first reported a position in Zoom in Q4 2019 and has held it in 20 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.