CAPTRUST Financial Advisors
ZM icon

CAPTRUST Financial Advisors’s Zoom ZM Stock Holding History

CAPTRUST Financial 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 		$5.49M Sell
63,659
-51,226
-45% -$4.84M 0.01% 777
2026
Q1 		$9.24M Sell
114,885
-1,610
-1% -$135K 0.02% 564
2025
Q4 		$10.1M Buy
116,495
+80,497
+224% +$6.78M 0.02% 485
2025
Q3 		$2.97M Buy
35,998
+13,341
+59% +$1.04M 0.01% 843
2025
Q2 		$1.77M Buy
22,657
+6,544
+41% +$506K ﹤0.01% 1033
2025
Q1 		$1.19M Sell
16,113
-1,862
-10% -$148K ﹤0.01% 1173
2024
Q4 		$1.47M Buy
17,975
+6,614
+58% +$520K ﹤0.01% 1031
2024
Q3 		$792K Buy
11,361
+4,584
+68% +$287K ﹤0.01% 1323
2024
Q2 		$401K Buy
6,777
+2,629
+63% +$161K ﹤0.01% 1622
2024
Q1 		$271K Sell
4,148
-2,262
-35% -$151K ﹤0.01% 1833
2023
Q4 		$461K Sell
6,410
-2,216
-26% -$147K ﹤0.01% 1790
2023
Q3 		$603K Buy
8,626
+271
+3% +$18.8K ﹤0.01% 1525
2023
Q2 		$567K Sell
8,355
-111
-1% -$7.42K ﹤0.01% 1555
2023
Q1 		$625K Buy
8,466
+997
+13% +$71.8K ﹤0.01% 1282
2022
Q4 		$506K Sell
7,469
-1,008
-12% -$76.6K ﹤0.01% 1323
2022
Q3 		$624K Buy
8,477
+2,290
+37% +$218K ﹤0.01% 1145
2022
Q2 		$668K Buy
6,187
+1,395
+29% +$147K ﹤0.01% 1022
2022
Q1 		$562K Buy
4,792
+2,737
+133% +$372K ﹤0.01% 1094
2021
Q4 		$378K Sell
2,055
-823
-29% -$194K ﹤0.01% 1263
2021
Q3 		$753K Sell
2,878
-16
-0.6% -$5.39K 0.01% 864
2021
Q2 		$1.12M Buy
2,894
+147
+5% +$49K 0.01% 677
2021
Q1 		$883K Buy
2,747
+783
+40% +$288K 0.01% 747
2020
Q4 		$662K Buy
1,964
+919
+88% +$410K 0.01% 742
2020
Q3 		$505K Sell
1,045
-613
-37% -$196K 0.01% 708
2020
Q2 		$430K Buy
1,658
+549
+50% +$98.8K 0.01% 758
2020
Q1 		$152K Buy
+1,109
New +$109K ﹤0.01% 963
2019
Q4 		– Sell
-260
Closed -$20K – 1843
2019
Q3 		$20K Sell
260
-140
-35% -$12.6K ﹤0.01% 1310
2019
Q2 		$36K Buy
+400
New +$32.9K ﹤0.01% 1100

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

CAPTRUST Financial Advisors's ZM Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Zoom (ZM) stake by 45% in Q2 2026, selling an estimated $4.84M and leaving 63,659 shares worth $5.49M. The position accounts for 0.01% of the portfolio, ranked #777.

CAPTRUST Financial Advisors first reported a position in ZM in Q2 2019 and has held it in 28 quarters since. The position peaked at $10.1M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • CAPTRUST Financial Advisors held 63,659 shares of Zoom worth $5.49M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 51,226 Zoom shares in Q2 2026, an estimated $4.84M.
  • Zoom made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #777 holding.
  • CAPTRUST Financial Advisors first reported a position in Zoom in Q2 2019 and has held it in 28 quarters since.
  • CAPTRUST Financial Advisors's Zoom position peaked at $10.1M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.