Copia Wealth Management’s Zoom ZM Stock Holding History

Copia Wealth 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	$2.76K	Hold	32	–	–	﹤0.01%	440
2026 Q1	$2.57K	Hold	32	–	–	﹤0.01%	419
2025 Q4	$2.76K	Buy	+32	New	+$2.69K	﹤0.01%	416

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

Copia Wealth Management's ZM Position: Q2 2026 in Review

Copia Wealth Management held its Zoom (ZM) position steady in Q2 2026 at 32 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Copia Wealth Management first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Copia Wealth Management held 32 shares of Zoom worth $2.76K as of Q2 2026.
Copia Wealth Management left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #440 holding.
Copia Wealth Management first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.