Capstone Investment Advisors
ZM icon

Capstone Investment Advisors’s Zoom ZM Stock Holding History

Capstone Investment 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 		$332K Sell
3,851
-283
-7% -$26.8K ﹤0.01% 1407
2026
Q1 		$332K Sell
4,134
-17,433
-81% -$1.46M ﹤0.01% 1321
2025
Q4 		$1.86M Sell
21,567
-20,621
-49% -$1.74M ﹤0.01% 654
2025
Q3 		$3.48M Buy
+42,188
New +$3.29M 0.01% 581
2024
Q4 		– Sell
-244
Closed -$17K – 2052
2024
Q3 		$17K Buy
+244
New +$15.3K ﹤0.01% 1858
2022
Q4 		– Sell
-21,715
Closed -$1.6M – 1687
2022
Q3 		$1.6M Buy
21,715
+4,200
+24% +$400K 0.01% 849
2022
Q2 		$1.89M Sell
17,515
-11,757
-40% -$1.24M 0.01% 790
2022
Q1 		$3.43M Buy
29,272
+8,949
+44% +$1.22M 0.01% 840
2021
Q4 		$3.74M Buy
20,323
+14,555
+252% +$3.42M 0.01% 912
2021
Q3 		$1.51M Buy
+5,768
New +$1.94M ﹤0.01% 1290
2021
Q2 		– Sell
-1,102
Closed -$354K – 1899
2021
Q1 		$354K Buy
+1,102
New +$406K ﹤0.01% 1340

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's ZM Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Zoom (ZM) stake by 6.8% in Q2 2026, selling an estimated $26.8K and leaving 3,851 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Capstone Investment Advisors first reported a position in ZM in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.74M in Q4 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Capstone Investment Advisors held 3,851 shares of Zoom worth $332K as of Q2 2026.
  • Capstone Investment Advisors sold 283 Zoom shares in Q2 2026, an estimated $26.8K.
  • Zoom made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1407 holding.
  • Capstone Investment Advisors first reported a position in Zoom in Q1 2021 and has held it in 11 quarters since.
  • Capstone Investment Advisors's Zoom position peaked at $3.74M in Q4 2021.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.