Commonwealth Equity Services
ZM icon

Commonwealth Equity Services’s Zoom ZM Stock Holding History

Commonwealth Equity Services’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 		$1.33M Sell
15,442
-3,723
-19% -$352K ﹤0.01% 2479
2026
Q1 		$1.54M Sell
19,165
-6,186
-24% -$518K ﹤0.01% 2239
2025
Q4 		$2.19M Sell
25,351
-4,824
-16% -$406K ﹤0.01% 1894
2025
Q3 		$2.49M Sell
30,175
-3,263
-10% -$255K ﹤0.01% 1834
2025
Q2 		$2.61M Sell
33,438
-1,807
-5% -$140K ﹤0.01% 1784
2025
Q1 		$2.6M Buy
35,245
+1,744
+5% +$139K ﹤0.01% 1723
2024
Q4 		$2.73M Buy
33,501
+715
+2% +$56.2K ﹤0.01% 1651
2024
Q3 		$2.29M Sell
32,786
-7,411
-18% -$463K ﹤0.01% 1716
2024
Q2 		$2.38M Sell
40,197
-3,974
-9% -$244K ﹤0.01% 1675
2024
Q1 		$2.89M Buy
44,171
+14,170
+47% +$944K ﹤0.01% 1523
2023
Q4 		$2.16M Sell
30,001
-1,405
-4% -$92.9K ﹤0.01% 1644
2023
Q3 		$2.2M Sell
31,406
-1,208
-4% -$83.8K ﹤0.01% 1546
2023
Q2 		$2.21M Sell
32,614
-4,487
-12% -$300K ﹤0.01% 1554
2023
Q1 		$2.74M Sell
37,101
-6,859
-16% -$494K 0.01% 1353
2022
Q4 		$2.98M Sell
43,960
-10,429
-19% -$792K 0.01% 1240
2022
Q3 		$4M Buy
54,389
+6,448
+13% +$614K 0.01% 1009
2022
Q2 		$5.18M Sell
47,941
-3,269
-6% -$345K 0.01% 880
2022
Q1 		$6M Sell
51,210
-3,756
-7% -$511K 0.01% 852
2021
Q4 		$10.1M Buy
54,966
+2,743
+5% +$645K 0.02% 597
2021
Q3 		$13.7M Buy
52,223
+4,440
+9% +$1.5M 0.03% 462
2021
Q2 		$18.5M Sell
47,783
-2,714
-5% -$904K 0.05% 371
2021
Q1 		$16.2M Sell
50,497
-5,786
-10% -$2.13M 0.05% 382
2020
Q4 		$19M Buy
56,283
+3,411
+6% +$1.52M 0.06% 308
2020
Q3 		$24.9M Buy
52,872
+685
+1% +$219K 0.08% 228
2020
Q2 		$13.2M Sell
52,187
-15,532
-23% -$2.79M 0.05% 330
2020
Q1 		$9.89M Buy
67,719
+53,630
+381% +$5.29M 0.05% 351
2019
Q4 		$958K Buy
14,089
+1,523
+12% +$105K ﹤0.01% 1455
2019
Q3 		$957K Buy
12,566
+1,460
+13% +$132K ﹤0.01% 1388
2019
Q2 		$986K Buy
+11,106
New +$914K ﹤0.01% 1354

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

Commonwealth Equity Services's ZM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Zoom (ZM) stake by 19% in Q2 2026, selling an estimated $352K and leaving 15,442 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Commonwealth Equity Services first reported a position in ZM in Q2 2019 and has held it in 29 quarters since. The position peaked at $24.9M in Q3 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Commonwealth Equity Services held 15,442 shares of Zoom worth $1.33M as of Q2 2026.
  • Commonwealth Equity Services sold 3,723 Zoom shares in Q2 2026, an estimated $352K.
  • Zoom made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2479 holding.
  • Commonwealth Equity Services first reported a position in Zoom in Q2 2019 and has held it in 29 quarters since.
  • Commonwealth Equity Services's Zoom position peaked at $24.9M in Q3 2020.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.