Corient Private Wealth
ZM icon

Corient Private Wealth’s Zoom ZM Stock Holding History

Corient Private Wealth’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 		$6.88M Buy
79,755
+11,675
+17% +$1.1M 0.01% 774
2026
Q1 		$5.31M Sell
68,080
-4,961
-7% -$416K 0.01% 823
2025
Q4 		$6.3M Buy
73,041
+17,875
+32% +$1.5M 0.01% 698
2025
Q3 		$4.55M Sell
55,166
-9,879
-15% -$771K 0.01% 748
2025
Q2 		$5.07M Buy
65,045
+991
+2% +$76.6K 0.01% 703
2025
Q1 		$4.73M Buy
64,054
+3,304
+5% +$263K 0.01% 700
2024
Q4 		$4.96M Buy
60,750
+44,109
+265% +$3.47M 0.01% 700
2024
Q3 		$1.16M Buy
16,641
+5,906
+55% +$369K ﹤0.01% 1333
2024
Q2 		$635K Buy
10,735
+3,407
+46% +$209K ﹤0.01% 1520
2024
Q1 		$479K Buy
7,328
+162
+2% +$10.8K ﹤0.01% 1649
2023
Q4 		$515K Buy
7,166
+777
+12% +$51.4K ﹤0.01% 1594
2023
Q3 		$447K Buy
6,389
+1,076
+20% +$74.7K ﹤0.01% 1554
2023
Q2 		$361K Sell
5,313
-3,802
-42% -$254K ﹤0.01% 1617
2023
Q1 		$675K Sell
9,115
-2,011
-18% -$145K ﹤0.01% 1249
2022
Q4 		$699K Buy
+11,126
New +$845K ﹤0.01% 1037

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

Corient Private Wealth's ZM Position: Q2 2026 in Review

Corient Private Wealth increased its Zoom (ZM) stake by 17% in Q2 2026, buying an estimated $1.1M and bringing the position to 79,755 shares worth $6.88M. The position accounts for 0.01% of the portfolio, ranked #774.

Corient Private Wealth first reported a position in ZM in Q4 2022 and has held it in 15 quarters since. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Corient Private Wealth held 79,755 shares of Zoom worth $6.88M as of Q2 2026.
  • Corient Private Wealth bought 11,675 Zoom shares in Q2 2026, an estimated $1.1M.
  • Zoom made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #774 holding.
  • Corient Private Wealth first reported a position in Zoom in Q4 2022 and has held it in 15 quarters since.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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