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Coppell Advisory Solutions’s Zoom ZM Stock Holding History

Coppell Advisory Solutions’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 		$998K Buy
+21,922
New +$2.07M 0.08% 193
2025
Q1 		– Sell
-2
Closed -$165 – 1933
2024
Q4 		$165 Hold
2
– – ﹤0.01% 1853
2024
Q3 		$139 Hold
2
– – ﹤0.01% 1768
2024
Q2 		$118 Buy
+2
New +$123 ﹤0.01% 1698
2023
Q4 		$791 Buy
11
+4
+57% +$265 ﹤0.01% 1455
2023
Q3 		$474 Buy
+7
New +$486 ﹤0.01% 1023
2023
Q1 		– Sell
-7
Closed -$474 – 1121
2022
Q4 		$474 Buy
+7
New +$532 ﹤0.01% 1026

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

Coppell Advisory Solutions's ZM Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Zoom (ZM) in Q2 2026: 21,922 shares worth $998K. The stake represents 0.08% of the portfolio and ranks #193 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in ZM as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in ZM in Q4 2022 and has held it in 7 quarters since. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Coppell Advisory Solutions held 21,922 shares of Zoom worth $998K as of Q2 2026.
  • Zoom was a new Coppell Advisory Solutions position in Q2 2026.
  • Zoom made up 0.08% of Coppell Advisory Solutions's portfolio in Q2 2026, its #193 holding.
  • Coppell Advisory Solutions first reported a position in Zoom in Q4 2022 and has held it in 7 quarters since.
  • 869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.