Cape Investment Advisory’s Zoom ZM Stock Holding History

Cape Investment Advisory’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	$2.16K	Buy	+25	New	+$2.36K	﹤0.01%	1221
2026 Q1	–	Sell	-14	Closed	-$1.21K	–	1253
2025 Q4	$1.21K	Buy	+14	New	+$1.18K	﹤0.01%	1171
2025 Q3	–	Sell	-14	Closed	-$1.09K	–	1212
2025 Q2	$1.09K	Sell	14 -1	-7%	-$77	﹤0.01%	1028
2025 Q1	$1.11K	Hold	15	–	–	﹤0.01%	956
2024 Q4	$1.22K	Buy	15 +1	+7%	+$79	﹤0.01%	939
2024 Q3	$976	Hold	14	–	–	﹤0.01%	874
2024 Q2	$829	Hold	14	–	–	﹤0.01%	847
2024 Q1	$915	Hold	14	–	–	﹤0.01%	852
2023 Q4	$1.01K	Hold	14	–	–	﹤0.01%	1012
2023 Q3	$979	Hold	14	–	–	﹤0.01%	837
2023 Q2	$950	Hold	14	–	–	﹤0.01%	827
2023 Q1	$1.03K	Buy	+14	New	+$1.01K	﹤0.01%	872

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Cape Investment Advisory's ZM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Zoom (ZM) in Q2 2026: 25 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ZM as recently as Q4 2025.

Cape Investment Advisory first reported a position in ZM in Q1 2023 and has held it in 12 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Cape Investment Advisory held 25 shares of Zoom worth $2.16K as of Q2 2026.
Zoom was a new Cape Investment Advisory position in Q2 2026.
Zoom made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1221 holding.
Cape Investment Advisory first reported a position in Zoom in Q1 2023 and has held it in 12 quarters since.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.