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Caerus Investment Advisors’s Zoom ZM Stock Holding History

Caerus 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 		$428K Sell
4,955
-239
-5% -$22.6K 0.14% 132
2026
Q1 		$418K Sell
5,194
-11,191
-68% -$937K 0.17% 118
2025
Q4 		$1.41M Buy
16,385
+5,228
+47% +$440K 0.46% 41
2025
Q3 		$920K Buy
+11,157
New +$870K 0.38% 44

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

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

Caerus Investment Advisors reduced its Zoom (ZM) stake by 4.6% in Q2 2026, selling an estimated $22.6K and leaving 4,955 shares worth $428K. The position accounts for 0.14% of the portfolio, ranked #132.

Caerus Investment Advisors first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q4 2025. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Caerus Investment Advisors held 4,955 shares of Zoom worth $428K as of Q2 2026.
  • Caerus Investment Advisors sold 239 Zoom shares in Q2 2026, an estimated $22.6K.
  • Zoom made up 0.14% of Caerus Investment Advisors's portfolio in Q2 2026, its #132 holding.
  • Caerus Investment Advisors first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Zoom position peaked at $1.41M in Q4 2025.
  • 869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.