Clearstead Trust’s Zoom ZM Stock Holding History

Clearstead Trust’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	$4.83K	Sell	56 -4	-7%	-$378	﹤0.01%	780
2026 Q1	$4.82K	Buy	+60	New	+$5.03K	﹤0.01%	760
2023 Q4	–	Sell	-100	Closed	-$6.99K	–	476
2023 Q3	$6.99K	Hold	100	–	–	﹤0.01%	367
2023 Q2	$7.38K	Hold	100	–	–	﹤0.01%	323
2023 Q1	$7.38K	Hold	100	–	–	﹤0.01%	310
2022 Q4	$7K	Hold	100	–	–	﹤0.01%	329
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	311
2022 Q2	$11K	Hold	100	–	–	0.01%	147
2022 Q1	$12K	Hold	100	–	–	0.01%	154
2021 Q4	$18K	Buy	+100	New	+$23.5K	0.01%	151
2020 Q3	–	Sell	-72	Closed	-$18K	–	163
2020 Q2	$18K	Sell	72 -85	-54%	-$15.3K	0.02%	133
2020 Q1	$23K	Buy	+157	New	+$15.5K	0.02%	136

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

Clearstead Trust's ZM Position: Q2 2026 in Review

Clearstead Trust reduced its Zoom (ZM) stake by 6.7% in Q2 2026, selling an estimated $378 and leaving 56 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Clearstead Trust first reported a position in ZM in Q1 2020 and has held it in 12 quarters since. The position peaked at $23K in Q1 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Clearstead Trust held 56 shares of Zoom worth $4.83K as of Q2 2026.
Clearstead Trust sold 4 Zoom shares in Q2 2026, an estimated $378.
Zoom made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #780 holding.
Clearstead Trust first reported a position in Zoom in Q1 2020 and has held it in 12 quarters since.
Clearstead Trust's Zoom position peaked at $23K in Q1 2020.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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