BTI
ZM icon

Blue Trust Inc’s Zoom ZM Stock Holding History

Blue Trust Inc’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 		$90.6K Buy
1,050
+190
+22% +$18K ﹤0.01% 1089
2026
Q1 		$69.1K Sell
860
-5
-0.6% -$419 ﹤0.01% 1190
2025
Q4 		$74.6K Buy
865
+6
+0.7% +$505 ﹤0.01% 1197
2025
Q3 		$70.9K Buy
859
+2
+0.2% +$156 ﹤0.01% 1230
2025
Q2 		$66.8K Sell
857
-202
-19% -$15.6K ﹤0.01% 1236
2025
Q1 		$78.1K Buy
1,059
+175
+20% +$13.9K ﹤0.01% 1105
2024
Q4 		$72.1K Sell
884
-4,221
-83% -$332K ﹤0.01% 1074
2024
Q3 		$302K Buy
5,105
+2,760
+118% +$173K ﹤0.01% 672
2024
Q2 		$153K Buy
2,345
+2,124
+961% +$130K ﹤0.01% 807
2024
Q1 		$14.4K Sell
221
-1,005
-82% -$67K ﹤0.01% 1344
2023
Q4 		$86K Buy
1,226
+1,095
+836% +$72.4K ﹤0.01% 747
2023
Q3 		$9K Sell
131
-121
-48% -$8.4K ﹤0.01% 1453
2023
Q2 		$19K Sell
252
-41
-14% -$2.74K ﹤0.01% 1073
2023
Q1 		$20K Sell
293
-232
-44% -$16.7K ﹤0.01% 1369
2022
Q4 		$39K Buy
525
+264
+101% +$20.1K ﹤0.01% 1032
2022
Q3 		$28K Buy
261
+26
+11% +$2.48K ﹤0.01% 956
2022
Q2 		$27K Buy
+235
New +$24.8K ﹤0.01% 876

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

Blue Trust Inc's ZM Position: Q2 2026 in Review

Blue Trust Inc increased its Zoom (ZM) stake by 22% in Q2 2026, buying an estimated $18K and bringing the position to 1,050 shares worth $90.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Blue Trust Inc first reported a position in ZM in Q2 2022 and has held it in 17 quarters since. The position peaked at $302K in Q3 2024. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Blue Trust Inc held 1,050 shares of Zoom worth $90.6K as of Q2 2026.
  • Blue Trust Inc bought 190 Zoom shares in Q2 2026, an estimated $18K.
  • Zoom made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1089 holding.
  • Blue Trust Inc first reported a position in Zoom in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Zoom position peaked at $302K in Q3 2024.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.