Bellevue Asset Management’s Zoom ZM Stock Holding History

Bellevue Asset 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	$22.4K	Hold	260	–	–	0.01%	242
2026 Q1	$20.9K	Hold	260	–	–	0.01%	235
2025 Q4	$22.4K	Hold	260	–	–	0.01%	229
2025 Q3	$21.4K	Hold	260	–	–	0.01%	227
2025 Q2	$20.3K	Hold	260	–	–	0.01%	231
2025 Q1	$19.2K	Hold	260	–	–	0.01%	235
2024 Q4	$21.2K	Hold	260	–	–	0.01%	233
2024 Q3	$18.1K	Hold	260	–	–	0.01%	236
2024 Q2	$15.4K	Hold	260	–	–	0.01%	245
2024 Q1	$17K	Hold	260	–	–	0.01%	232
2023 Q4	$18.7K	Hold	260	–	–	0.02%	230
2023 Q3	$18.2K	Hold	260	–	–	0.01%	225
2023 Q2	$17.6K	Hold	260	–	–	0.01%	232
2023 Q1	$19.2K	Hold	260	–	–	0.01%	229
2022 Q4	$17.4K	Hold	260	–	–	0.01%	240
2022 Q3	$19K	Hold	260	–	–	0.01%	242
2022 Q2	$28K	Hold	260	–	–	0.02%	210
2022 Q1	$40K	Sell	260 -5	-2%	-$680	0.02%	193
2021 Q4	$49K	Buy	265 +5	+2%	+$1.18K	0.03%	182
2021 Q3	$68K	Hold	260	–	–	0.04%	152
2021 Q2	$101K	Hold	260	–	–	0.06%	118
2021 Q1	$84K	Hold	260	–	–	0.05%	133
2020 Q4	$100K	Hold	260	–	–	0.06%	113
2020 Q3	$122K	Buy	+260	New	+$83.1K	0.09%	97

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bellevue Asset Management's ZM Position: Q2 2026 in Review

Bellevue Asset Management held its Zoom (ZM) position steady in Q2 2026 at 260 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #242.

Bellevue Asset Management first reported a position in ZM in Q3 2020 and has held it in 24 quarters since. The position peaked at $122K in Q3 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Bellevue Asset Management held 260 shares of Zoom worth $22.4K as of Q2 2026.
Bellevue Asset Management left its Zoom share count unchanged in Q2 2026.
Zoom made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #242 holding.
Bellevue Asset Management first reported a position in Zoom in Q3 2020 and has held it in 24 quarters since.
Bellevue Asset Management's Zoom position peaked at $122K in Q3 2020.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.