Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$192K Hold
2,230
0.18% 172
2026
Q1
$179K Sell
2,230
-270
-11% -$22.6K 0.17% 218
2025
Q4
$216K Hold
2,500
0.2% 194
2025
Q3
$206K Sell
2,500
-1,500
-38% -$117K 0.15% 230
2025
Q2
$312K Hold
4,000
0.18% 212
2025
Q1
$295K Buy
+4,000
New +$319K 0.21% 211

Other funds holding ZM

Corient IA's ZM Position: Q2 2026 in Review

Corient IA held its Zoom (ZM) position steady in Q2 2026 at 2,230 shares worth $192K. The position accounts for 0.18% of the portfolio, ranked #172.

Corient IA first reported a position in ZM in Q1 2025 and has held it in 6 quarters since. The position peaked at $312K in Q2 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Corient IA held 2,230 shares of Zoom worth $192K as of Q2 2026.
  • Corient IA left its Zoom share count unchanged in Q2 2026.
  • Zoom made up 0.18% of Corient IA's portfolio in Q2 2026, its #172 holding.
  • Corient IA first reported a position in Zoom in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Zoom position peaked at $312K in Q2 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.