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Clearstead Advisors’s Zoom ZM Stock Holding History

Clearstead 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 		$13.8M Sell
159,482
-10,051
-6% -$950K 0.13% 140
2026
Q1 		$13.6M Sell
169,533
-25,178
-13% -$2.11M 0.12% 139
2025
Q4 		$16.8M Buy
194,711
+13,621
+8% +$1.15M 0.21% 97
2025
Q3 		$14.9M Buy
181,090
+178,157
+6,074% +$13.9M 0.2% 105
2025
Q2 		$229K Buy
2,933
+1,062
+57% +$82.1K ﹤0.01% 856
2025
Q1 		$138K Buy
1,871
+348
+23% +$27.7K ﹤0.01% 914
2024
Q4 		$124K Buy
1,523
+18
+1% +$1.42K ﹤0.01% 967
2024
Q3 		$105K Sell
1,505
-79
-5% -$4.94K ﹤0.01% 1020
2024
Q2 		$93.8K Buy
1,584
+1,495
+1,680% +$91.8K ﹤0.01% 1013
2024
Q1 		$5.62K Buy
89
+10
+13% +$667 ﹤0.01% 1160
2023
Q4 		$5.68K Hold
79
– – ﹤0.01% 1148
2023
Q3 		$5.53K Hold
79
– – ﹤0.01% 1074
2023
Q2 		$5.36K Hold
79
– – ﹤0.01% 1044
2023
Q1 		$5.83K Buy
79
+59
+295% +$4.25K ﹤0.01% 1008
2022
Q4 		$1.35K Hold
20
– – ﹤0.01% 1140
2022
Q3 		$1K Sell
20
-14
-41% -$1.33K ﹤0.01% 1219
2022
Q2 		$4K Buy
34
+14
+70% +$1.48K ﹤0.01% 1043
2022
Q1 		$2K Hold
20
– – ﹤0.01% 1249
2021
Q4 		$4K Sell
20
-10
-33% -$2.35K ﹤0.01% 1042
2021
Q3 		$8K Sell
30
-64
-68% -$21.6K ﹤0.01% 978
2021
Q2 		$36K Buy
94
+64
+213% +$21.3K ﹤0.01% 611
2021
Q1 		$10K Sell
30
-10
-25% -$3.68K ﹤0.01% 791
2020
Q4 		$13K Hold
40
– – ﹤0.01% 688
2020
Q3 		$19K Buy
40
+20
+100% +$6.4K ﹤0.01% 597
2020
Q2 		$5K Buy
+20
New +$3.6K ﹤0.01% 681

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

Clearstead Advisors's ZM Position: Q2 2026 in Review

Clearstead Advisors reduced its Zoom (ZM) stake by 5.9% in Q2 2026, selling an estimated $950K and leaving 159,482 shares worth $13.8M. The position accounts for 0.13% of the portfolio, ranked #140.

Clearstead Advisors first reported a position in ZM in Q2 2020 and has held it in 25 quarters since. The position peaked at $16.8M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Clearstead Advisors held 159,482 shares of Zoom worth $13.8M as of Q2 2026.
  • Clearstead Advisors sold 10,051 Zoom shares in Q2 2026, an estimated $950K.
  • Zoom made up 0.13% of Clearstead Advisors's portfolio in Q2 2026, its #140 holding.
  • Clearstead Advisors first reported a position in Zoom in Q2 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Zoom position peaked at $16.8M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.