CFO
ZM icon

Callan Family Office’s Zoom ZM Stock Holding History

Callan Family Office’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 		$287K Buy
3,327
+512
+18% +$48.4K 0.01% 1022
2026
Q1 		$226K Sell
2,815
-396
-12% -$33.2K 0.01% 1025
2025
Q4 		$277K Buy
3,211
+407
+15% +$34.3K 0.01% 954
2025
Q3 		$231K Sell
2,804
-744
-21% -$58K 0.01% 789
2025
Q2 		$277K Buy
+3,548
New +$274K 0.01% 796

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

Callan Family Office's ZM Position: Q2 2026 in Review

Callan Family Office increased its Zoom (ZM) stake by 18% in Q2 2026, buying an estimated $48.4K and bringing the position to 3,327 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #1022.

Callan Family Office first reported a position in ZM in Q2 2025 and has held it in 5 quarters since. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Callan Family Office held 3,327 shares of Zoom worth $287K as of Q2 2026.
  • Callan Family Office bought 512 Zoom shares in Q2 2026, an estimated $48.4K.
  • Zoom made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #1022 holding.
  • Callan Family Office first reported a position in Zoom in Q2 2025 and has held it in 5 quarters since.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.