CAZ Investments’s Zoom ZM Stock Holding History

CAZ Investments’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	$25.9K	Sell	300 -200	-40%	-$18.9K	0.01%	45
2026 Q1	$40.2K	Hold	500	–	–	0.05%	31
2025 Q4	$43.1K	Hold	500	–	–	0.07%	22
2025 Q3	$41.3K	Hold	500	–	–	0.08%	20
2025 Q2	$39K	Hold	500	–	–	0.22%	18
2025 Q1	$37K	Hold	500	–	–	0.27%	18
2024 Q4	$41K	Sell	500 -500	-50%	-$39.3K	0.06%	24
2024 Q3	$70K	Hold	1,000	–	–	0.04%	23
2024 Q2	$59K	Hold	1,000	–	–	0.02%	25
2024 Q1	$65K	Hold	1,000	–	–	0.12%	24
2023 Q4	$72K	Hold	1,000	–	–	0.1%	30
2023 Q3	$70K	Sell	1,000 -1,200	-55%	-$83.3K	0.13%	27
2023 Q2	$149K	Hold	2,200	–	–	0.18%	23
2023 Q1	$162K	Hold	2,200	–	–	0.33%	21
2022 Q4	$149K	Buy	2,200 +1,100	+100%	+$83.6K	0.27%	28
2022 Q3	$81K	Hold	1,100	–	–	0.34%	28
2022 Q2	$119K	Buy	1,100 +300	+38%	+$31.6K	0.36%	26
2022 Q1	$94K	Buy	+800	New	+$109K	0.05%	32
2020 Q2	–	Sell	-1,500	Closed	-$219K	–	60
2020 Q1	$219K	Buy	+1,500	New	+$148K	0.56%	28

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 $3.37T AUM 44.26% 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

CAZ Investments's ZM Position: Q2 2026 in Review

CAZ Investments reduced its Zoom (ZM) stake by 40% in Q2 2026, selling an estimated $18.9K and leaving 300 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #45.

CAZ Investments first reported a position in ZM in Q1 2020 and has held it in 19 quarters since. The position peaked at $219K in Q1 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

CAZ Investments held 300 shares of Zoom worth $25.9K as of Q2 2026.
CAZ Investments sold 200 Zoom shares in Q2 2026, an estimated $18.9K.
Zoom made up 0.01% of CAZ Investments's portfolio in Q2 2026, its #45 holding.
CAZ Investments first reported a position in Zoom in Q1 2020 and has held it in 19 quarters since.
CAZ Investments's Zoom position peaked at $219K in Q1 2020.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on CAZ Investments's 13F filing for Q2 2026, filed 13 Aug 2026.