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Capital Performance Advisors’s Zoom ZM Stock Holding History

Capital Performance 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 		– Sell
-6,139
Closed -$494K – 495
2026
Q1 		$494K Sell
6,139
-3,020
-33% -$253K 0.03% 222
2025
Q4 		$790K Buy
9,159
+2,776
+43% +$234K 0.06% 145
2025
Q3 		$527K Buy
6,383
+1,255
+24% +$97.9K 0.09% 121
2025
Q2 		$400K Buy
5,128
+527
+11% +$40.7K 0.08% 126
2025
Q1 		$339K Buy
4,601
+446
+11% +$35.5K 0.07% 146
2024
Q4 		$339K Buy
4,155
+1,535
+59% +$121K 0.11% 84
2024
Q3 		$183K Buy
+2,620
New +$164K 0.06% 118

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 Performance Advisors's ZM Position: Q2 2026 in Review

Capital Performance Advisors sold out of Zoom (ZM) in Q2 2026, closing a stake of 6,139 shares — an estimated $494K sold.

Capital Performance Advisors first reported a position in ZM in Q3 2024 and held it in 7 quarters. The position peaked at $790K in Q4 2025. 862 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Capital Performance Advisors reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 6,139 Zoom shares in Q2 2026, an estimated $494K.
  • Capital Performance Advisors first reported a position in Zoom in Q3 2024 and held it in 7 quarters.
  • Capital Performance Advisors's Zoom position peaked at $790K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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