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Camelot Portfolios’s Zoom ZM Stock Holding History

Camelot Portfolios’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 		$1.02M Sell
11,777
-2,399
-17% -$227K 0.71% 37
2026
Q1 		$1.14M Sell
14,176
-654
-4% -$54.8K 0.84% 32
2025
Q4 		$1.28M Sell
14,830
-905
-6% -$76.2K 0.78% 30
2025
Q3 		$1.3M Buy
15,735
+2,187
+16% +$171K 0.77% 41
2025
Q2 		$1.06M Sell
13,548
-31
-0.2% -$2.4K 0.63% 48
2025
Q1 		$1M Buy
13,579
+4,889
+56% +$390K 0.62% 54
2024
Q4 		$709K Buy
8,690
+990
+13% +$77.8K 0.77% 48
2024
Q3 		$537K Buy
+7,700
New +$481K 0.53% 65

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Camelot Portfolios's ZM Position: Q2 2026 in Review

Camelot Portfolios reduced its Zoom (ZM) stake by 17% in Q2 2026, selling an estimated $227K and leaving 11,777 shares worth $1.02M. The position accounts for 0.71% of the portfolio, ranked #37.

Camelot Portfolios first reported a position in ZM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q3 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Camelot Portfolios held 11,777 shares of Zoom worth $1.02M as of Q2 2026.
  • Camelot Portfolios sold 2,399 Zoom shares in Q2 2026, an estimated $227K.
  • Zoom made up 0.71% of Camelot Portfolios's portfolio in Q2 2026, its #37 holding.
  • Camelot Portfolios first reported a position in Zoom in Q3 2024 and has held it in 8 quarters since.
  • Camelot Portfolios's Zoom position peaked at $1.3M in Q3 2025.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.