B
ZM icon

Bellecapital’s Zoom ZM Stock Holding History

Bellecapital’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 		$1.16M Sell
13,457
-2,515
-16% -$238K 0.19% 54
2026
Q1 		$1.28M Sell
15,972
-6,239
-28% -$523K 0.23% 55
2025
Q4 		$1.92M Sell
22,211
-734
-3% -$61.8K 0.34% 41
2025
Q3 		$1.89M Sell
22,945
-3,728
-14% -$291K 0.31% 41
2025
Q2 		$2.08M Buy
26,673
+39
+0.1% +$3.02K 0.37% 40
2025
Q1 		$1.96M Buy
26,634
+342
+1% +$27.3K 0.39% 44
2024
Q4 		$2.15M Buy
26,292
+2,984
+13% +$235K 0.38% 46
2024
Q3 		$1.63M Sell
23,308
-805
-3% -$50.3K 0.32% 55
2024
Q2 		$1.43M Buy
24,113
+11,369
+89% +$698K 0.3% 55
2024
Q1 		$833K Buy
12,744
+777
+6% +$51.8K 0.18% 78
2023
Q4 		$861K Sell
11,967
-115
-1% -$7.61K 0.19% 73
2023
Q3 		$845K Buy
12,082
+1,684
+16% +$117K 0.21% 74
2023
Q2 		$706K Buy
10,398
+719
+7% +$48.1K 0.17% 88
2023
Q1 		$715K Buy
9,679
+538
+6% +$38.8K 0.18% 88
2022
Q4 		$619K Buy
9,141
+2,737
+43% +$208K 0.17% 90
2022
Q3 		$471K Buy
6,404
+152
+2% +$14.5K 0.14% 106
2022
Q2 		$675K Buy
6,252
+2,483
+66% +$262K 0.19% 89
2022
Q1 		$442K Buy
+3,769
New +$513K 0.14% 124

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

Bellecapital's ZM Position: Q2 2026 in Review

Bellecapital reduced its Zoom (ZM) stake by 16% in Q2 2026, selling an estimated $238K and leaving 13,457 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #54.

Bellecapital first reported a position in ZM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.15M in Q4 2024. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Bellecapital held 13,457 shares of Zoom worth $1.16M as of Q2 2026.
  • Bellecapital sold 2,515 Zoom shares in Q2 2026, an estimated $238K.
  • Zoom made up 0.19% of Bellecapital's portfolio in Q2 2026, its #54 holding.
  • Bellecapital first reported a position in Zoom in Q1 2022 and has held it in 18 quarters since.
  • Bellecapital's Zoom position peaked at $2.15M in Q4 2024.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.