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Capital Advisors Ltd’s Zoom ZM Stock Holding History

Capital Advisors Ltd’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 		$2K Buy
25
+3
+14% +$284 ﹤0.01% 1158
2026
Q1 		$2K Buy
22
+15
+214% +$1.26K ﹤0.01% 1138
2025
Q4 		$1K Hold
7
– – ﹤0.01% 1311
2025
Q3 		$1K Hold
7
– – ﹤0.01% 1318
2025
Q2 		$1K Buy
7
+2
+40% +$155 ﹤0.01% 1297
2025
Q1 		$0 Hold
5
– – ﹤0.01% 1616
2024
Q4 		$0 Hold
5
– – ﹤0.01% 1610
2024
Q3 		$0 Buy
+5
New +$313 ﹤0.01% 1636
2024
Q2 		– Sell
-5
Closed – – 1673
2024
Q1 		$0 Buy
5
+1
+25% +$67 ﹤0.01% 1578
2023
Q4 		$0 Sell
4
-28
-88% -$1.85K ﹤0.01% 1520
2023
Q3 		$2K Buy
32
+14
+78% +$972 ﹤0.01% 1059
2023
Q2 		$1K Buy
+18
New +$1.2K ﹤0.01% 1247
2023
Q1 		– Sell
-300
Closed – – 1601
2022
Q4 		$0 Buy
300
+283
+1,665% +$21.5K ﹤0.01% 1705
2022
Q3 		$1K Sell
17
-10
-37% -$952 ﹤0.01% 1164
2022
Q2 		$8K Sell
27
-20
-43% -$2.11K ﹤0.01% 537
2022
Q1 		$6K Buy
47
+4
+9% +$544 ﹤0.01% 578
2021
Q4 		$8K Sell
43
-59
-58% -$13.9K ﹤0.01% 539
2021
Q3 		$27K Hold
102
– – ﹤0.01% 366
2021
Q2 		$39K Hold
102
– – 0.01% 331
2021
Q1 		$33K Sell
102
-122
-54% -$44.9K 0.01% 324
2020
Q4 		$38K Buy
224
+122
+120% +$54.4K 0.01% 303
2020
Q3 		$48K Hold
102
– – 0.01% 283
2020
Q2 		$26K Hold
102
– – 0.01% 315
2020
Q1 		$15K Buy
+102
New +$10.1K ﹤0.01% 336

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

Capital Advisors Ltd's ZM Position: Q2 2026 in Review

Capital Advisors Ltd increased its Zoom (ZM) stake by 14% in Q2 2026, buying an estimated $284 and bringing the position to 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Capital Advisors Ltd first reported a position in ZM in Q1 2020 and has held it in 24 quarters since. The position peaked at $48K in Q3 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Capital Advisors Ltd held 25 shares of Zoom worth $2K as of Q2 2026.
  • Capital Advisors Ltd bought 3 Zoom shares in Q2 2026, an estimated $284.
  • Zoom made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1158 holding.
  • Capital Advisors Ltd first reported a position in Zoom in Q1 2020 and has held it in 24 quarters since.
  • Capital Advisors Ltd's Zoom position peaked at $48K in Q3 2020.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.