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Bell Investment Advisors’s Zoom ZM Stock Holding History

Bell Investment 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 		$6.91K Buy
80
+5
+7% +$473 ﹤0.01% 846
2026
Q1 		$6.03K Buy
75
+33
+79% +$2.76K ﹤0.01% 889
2025
Q4 		$3.63K Hold
42
– – ﹤0.01% 1115
2025
Q3 		$3.46K Sell
42
-62
-60% -$4.84K ﹤0.01% 1097
2025
Q2 		$8.11K Buy
104
+19
+22% +$1.47K ﹤0.01% 760
2025
Q1 		$6.27K Buy
85
+13
+18% +$1.04K ﹤0.01% 810
2024
Q4 		$5.88K Buy
72
+19
+36% +$1.49K ﹤0.01% 857
2024
Q3 		$3.7K Hold
53
– – ﹤0.01% 1087
2024
Q2 		$3.14K Sell
53
-7
-12% -$430 ﹤0.01% 1154
2024
Q1 		$3.92K Buy
60
+7
+13% +$467 ﹤0.01% 1046
2023
Q4 		$3.81K Sell
53
-7
-12% -$463 ﹤0.01% 1019
2023
Q3 		$4.2K Buy
60
+13
+28% +$902 ﹤0.01% 898
2023
Q2 		$3.19K Sell
47
-6
-11% -$401 ﹤0.01% 1055
2023
Q1 		$3.91K Hold
53
– – ﹤0.01% 897
2022
Q4 		$3.59K Buy
53
+12
+29% +$911 ﹤0.01% 981
2022
Q3 		$3K Sell
41
-3
-7% -$286 ﹤0.01% 1002
2022
Q2 		$5K Buy
+44
New +$4.64K ﹤0.01% 752
2021
Q4 		$4K Buy
21
+1
+5% +$235 ﹤0.01% 918
2021
Q3 		$5K Buy
+20
New +$6.74K ﹤0.01% 753

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's ZM Position: Q2 2026 in Review

Bell Investment Advisors increased its Zoom (ZM) stake by 6.7% in Q2 2026, buying an estimated $473 and bringing the position to 80 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Bell Investment Advisors first reported a position in ZM in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.11K in Q2 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Bell Investment Advisors held 80 shares of Zoom worth $6.91K as of Q2 2026.
  • Bell Investment Advisors bought 5 Zoom shares in Q2 2026, an estimated $473.
  • Zoom made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #846 holding.
  • Bell Investment Advisors first reported a position in Zoom in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Zoom position peaked at $8.11K in Q2 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.