Cetera Investment Advisers
ZM icon

Cetera Investment Advisers’s Zoom ZM Stock Holding History

Cetera Investment Advisers’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 		$2.91M Sell
33,665
-3,333
-9% -$315K ﹤0.01% 2069
2026
Q1 		$2.97M Sell
36,998
-172
-0.5% -$14.4K ﹤0.01% 1915
2025
Q4 		$3.21M Buy
37,170
+5,047
+16% +$425K ﹤0.01% 1807
2025
Q3 		$2.65M Buy
32,123
+6,041
+23% +$471K ﹤0.01% 1928
2025
Q2 		$2.03M Buy
26,082
+1,876
+8% +$145K ﹤0.01% 1833
2025
Q1 		$1.79M Buy
24,206
+7,616
+46% +$607K ﹤0.01% 1827
2024
Q4 		$1.35M Buy
16,590
+600
+4% +$47.2K ﹤0.01% 1945
2024
Q3 		$1.12M Buy
15,990
+3,637
+29% +$227K ﹤0.01% 2047
2024
Q2 		$731K Sell
12,353
-3,061
-20% -$188K ﹤0.01% 2300
2024
Q1 		$1.01M Buy
15,414
+3,754
+32% +$250K ﹤0.01% 2055
2023
Q4 		$838K Buy
11,660
+1,015
+10% +$67.1K 0.01% 1205
2023
Q3 		$745K Buy
10,645
+5,077
+91% +$352K 0.01% 1209
2023
Q2 		$378K Sell
5,568
-198
-3% -$13.2K ﹤0.01% 1603
2023
Q1 		$426K Sell
5,766
-851
-13% -$61.3K ﹤0.01% 1517
2022
Q4 		$448K Buy
6,617
+1,916
+41% +$146K ﹤0.01% 1434
2022
Q3 		$346K Sell
4,701
-4,298
-48% -$409K 0.01% 1188
2022
Q2 		$972K Sell
8,999
-1,381
-13% -$146K 0.02% 809
2022
Q1 		$1.22M Buy
10,380
+272
+3% +$37K 0.02% 750
2021
Q4 		$1.86M Sell
10,108
-333
-3% -$78.3K 0.03% 578
2021
Q3 		$2.73M Buy
10,441
+1,798
+21% +$606K 0.04% 420
2021
Q2 		$3.35M Buy
8,643
+444
+5% +$148K 0.05% 376
2021
Q1 		$2.63M Buy
8,199
+766
+10% +$282K 0.05% 355
2020
Q4 		$2.51M Buy
7,433
+5,045
+211% +$2.25M 0.05% 376
2020
Q3 		$1.12M Buy
2,388
+502
+27% +$161K 0.09% 244
2020
Q2 		$478K Buy
1,886
+394
+26% +$70.9K 0.04% 360
2020
Q1 		$218K Buy
+1,492
New +$147K 0.03% 478

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers's ZM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Zoom (ZM) stake by 9% in Q2 2026, selling an estimated $315K and leaving 33,665 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Cetera Investment Advisers first reported a position in ZM in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.35M in Q2 2021. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Cetera Investment Advisers held 33,665 shares of Zoom worth $2.91M as of Q2 2026.
  • Cetera Investment Advisers sold 3,333 Zoom shares in Q2 2026, an estimated $315K.
  • Zoom made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2069 holding.
  • Cetera Investment Advisers first reported a position in Zoom in Q1 2020 and has held it in 26 quarters since.
  • Cetera Investment Advisers's Zoom position peaked at $3.35M in Q2 2021.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.