Comprehensive Financial Management’s Zoom ZM Stock Holding History

Comprehensive Financial Management’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	$101M	Hold	1,171,195	–	–	3.32%	4
2026 Q1	$94.2M	Hold	1,171,195	–	–	3.12%	4
2025 Q4	$101M	Hold	1,171,195	–	–	3.05%	4
2025 Q3	$96.6M	Hold	1,171,195	–	–	2.67%	4
2025 Q2	$91.3M	Hold	1,171,195	–	–	2.55%	4
2025 Q1	$86.4M	Hold	1,171,195	–	–	2.72%	4
2024 Q4	$95.6M	Hold	1,171,195	–	–	2.63%	4
2024 Q3	$81.7M	Hold	1,171,195	–	–	2.27%	4
2024 Q2	$69.3M	Hold	1,171,195	–	–	2.44%	4
2024 Q1	$76.6M	Hold	1,171,195	–	–	2.48%	4
2023 Q4	$84.2M	Hold	1,171,195	–	–	2.97%	4
2023 Q3	$81.9M	Hold	1,171,195	–	–	2.97%	4
2023 Q2	$79.5M	Hold	1,171,195	–	–	2.62%	4
2023 Q1	$86.5M	Hold	1,171,195	–	–	2.62%	4
2022 Q4	$79.3M	Hold	1,171,195	–	–	2.56%	4
2022 Q3	$86.2M	Hold	1,171,195	–	–	2.24%	4
2022 Q2	$126M	Hold	1,171,195	–	–	3.55%	4
2022 Q1	$137M	Hold	1,171,195	–	–	2.49%	4
2021 Q4	$215M	Hold	1,171,195	–	–	2.76%	4
2021 Q3	$306M	Sell	1,171,195 -33,000	-3%	-$11.1M	2.88%	3
2021 Q2	$466M	Sell	1,204,195 -120,000	-9%	-$40M	3.9%	3
2021 Q1	$425M	Sell	1,324,195 -325,000	-20%	-$120M	4.22%	3
2020 Q4	$556M	Sell	1,649,195 -248,800	-13%	-$111M	5.74%	3
2020 Q3	$892M	Sell	1,897,995 -422,470	-18%	-$135M	9.9%	3
2020 Q2	$588M	Sell	2,320,465 -176,015	-7%	-$31.7M	6.99%	3
2020 Q1	$365M	Sell	2,496,480 -150,000	-6%	-$14.8M	7.55%	3
2019 Q4	$180M	Buy	+2,646,480	New	+$182M	3.38%	3

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

Comprehensive Financial Management's ZM Position: Q2 2026 in Review

Comprehensive Financial Management held its Zoom (ZM) position steady in Q2 2026 at 1,171,195 shares worth $101M. The position accounts for 3.32% of the portfolio, ranked #4.

Comprehensive Financial Management first reported a position in ZM in Q4 2019 and has held it in 27 quarters since. The position peaked at $892M in Q3 2020. 867 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Comprehensive Financial Management held 1,171,195 shares of Zoom worth $101M as of Q2 2026.
Comprehensive Financial Management left its Zoom share count unchanged in Q2 2026.
Zoom made up 3.32% of Comprehensive Financial Management's portfolio in Q2 2026, its #4 holding.
Comprehensive Financial Management first reported a position in Zoom in Q4 2019 and has held it in 27 quarters since.
Comprehensive Financial Management's Zoom position peaked at $892M in Q3 2020.
867 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.