Blue Trust Inc
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
Q3 		$31.7K Sell
349
-701
-67% -$66.8K ﹤0.01% 1370
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Blue Trust Inc's ZM Position: Q3 2026 in Review

Blue Trust Inc reduced its Zoom (ZM) stake by 67% in Q3 2026, selling an estimated $66.8K and leaving 349 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Blue Trust Inc first reported a position in ZM in Q2 2022 and has held it in 18 quarters since. The position peaked at $302K in Q3 2024. 497 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Blue Trust Inc held 349 shares of Zoom worth $31.7K as of Q3 2026.
  • Blue Trust Inc sold 701 Zoom shares in Q3 2026, an estimated $66.8K.
  • Zoom made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1370 holding.
  • Blue Trust Inc first reported a position in Zoom in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Zoom position peaked at $302K in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.