Cerity Partners
ZM icon

Cerity Partners’s Zoom ZM Stock Holding History

Cerity Partners’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 		$16.3M Sell
189,093
-32,015
-14% -$3.03M 0.02% 549
2026
Q1 		$17.8M Sell
221,108
-483,075
-69% -$40.5M 0.03% 482
2025
Q4 		$60.8M Buy
704,183
+472,690
+204% +$39.8M 0.09% 199
2025
Q3 		$19.1M Buy
231,493
+91,332
+65% +$7.13M 0.03% 390
2025
Q2 		$10.9M Buy
140,161
+7,112
+5% +$550K 0.02% 502
2025
Q1 		$9.82M Buy
133,049
+20,725
+18% +$1.65M 0.02% 493
2024
Q4 		$9.12M Buy
112,324
+19,860
+21% +$1.56M 0.02% 505
2024
Q3 		$6.45M Buy
92,464
+67,054
+264% +$4.19M 0.01% 620
2024
Q2 		$1.5M Sell
25,410
-5,666
-18% -$348K ﹤0.01% 1047
2024
Q1 		$2.03M Buy
31,076
+15,002
+93% +$1,000K 0.01% 959
2023
Q4 		$1.16M Buy
16,074
+492
+3% +$32.5K ﹤0.01% 935
2023
Q3 		$1.09M Buy
15,582
+8,289
+114% +$575K 0.01% 729
2023
Q2 		$495K Buy
7,293
+4,762
+188% +$318K ﹤0.01% 1185
2023
Q1 		$1.2M Sell
2,531
-2,137
-46% -$154K ﹤0.01% 902
2022
Q4 		$316K Buy
4,668
+1,120
+32% +$85.1K ﹤0.01% 1125
2022
Q3 		$261K Sell
3,548
-25
-0.7% -$2.38K ﹤0.01% 956
2022
Q2 		$383K Buy
3,573
+1,814
+103% +$191K ﹤0.01% 829
2022
Q1 		$207K Sell
1,759
-526
-23% -$71.5K ﹤0.01% 859
2021
Q4 		$422K Buy
2,285
+193
+9% +$45.4K 0.01% 643
2021
Q3 		$547K Buy
2,092
+120
+6% +$40.5K 0.01% 444
2021
Q2 		$763K Buy
1,972
+373
+23% +$124K 0.02% 405
2021
Q1 		$514K Buy
1,599
+610
+62% +$225K 0.01% 443
2020
Q4 		$334K Buy
989
+20
+2% +$8.92K 0.01% 494
2020
Q3 		$456K Buy
+969
New +$310K 0.02% 332

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

Cerity Partners's ZM Position: Q2 2026 in Review

Cerity Partners reduced its Zoom (ZM) stake by 14% in Q2 2026, selling an estimated $3.03M and leaving 189,093 shares worth $16.3M. The position accounts for 0.02% of the portfolio, ranked #549.

Cerity Partners first reported a position in ZM in Q3 2020 and has held it in 24 quarters since. The position peaked at $60.8M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Cerity Partners held 189,093 shares of Zoom worth $16.3M as of Q2 2026.
  • Cerity Partners sold 32,015 Zoom shares in Q2 2026, an estimated $3.03M.
  • Zoom made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #549 holding.
  • Cerity Partners first reported a position in Zoom in Q3 2020 and has held it in 24 quarters since.
  • Cerity Partners's Zoom position peaked at $60.8M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.