Covestor
ZM icon

Covestor’s Zoom ZM Stock Holding History

Covestor’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
Q3 		$122K Sell
1,345
-186
-12% -$17.7K 0.08% 261
2026
Q2 		$133K Sell
1,531
-649
-30% -$61.4K 0.08% 238
2026
Q1 		$176K Sell
2,180
-780
-26% -$65.3K 0.12% 126
2025
Q4 		$256K Sell
2,960
-678
-19% -$57.1K 0.13% 141
2025
Q3 		$300K Buy
3,638
+558
+18% +$43.5K 0.17% 83
2025
Q2 		$240K Sell
3,080
-475
-13% -$36.7K 0.14% 118
2025
Q1 		$263K Sell
3,555
-518
-13% -$41.3K 0.18% 74
2024
Q4 		$333K Sell
4,073
-696
-15% -$54.7K 0.21% 50
2024
Q3 		$332K Buy
4,769
+974
+26% +$60.9K 0.21% 44
2024
Q2 		$225K Buy
3,795
+1,786
+89% +$110K 0.15% 129
2024
Q1 		$131K Buy
2,009
+537
+36% +$35.8K 0.08% 353
2023
Q4 		$106K Buy
1,472
+152
+12% +$10.1K 0.07% 460
2023
Q3 		$92K Buy
1,320
+7
+0.5% +$486 0.07% 471
2023
Q2 		$89K Buy
1,313
+1,154
+726% +$77.2K 0.07% 513
2023
Q1 		$12K Sell
159
-174
-52% -$12.5K 0.01% 1243
2022
Q4 		$22K Sell
333
-1,412
-81% -$107K 0.02% 1010
2022
Q3 		$129K Buy
1,745
+949
+119% +$90.4K 0.11% 230
2022
Q2 		$86K Buy
796
+402
+102% +$42.4K 0.07% 498
2022
Q1 		$46K Buy
394
+171
+77% +$23.3K 0.03% 833
2021
Q4 		$41K Buy
+223
New +$52.4K 0.06% 657

Other funds holding ZM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Covestor's ZM Position: Q3 2026 in Review

Covestor reduced its Zoom (ZM) stake by 12% in Q3 2026, selling an estimated $17.7K and leaving 1,345 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #261.

Covestor first reported a position in ZM in Q4 2021 and has held it in 20 quarters since. The position peaked at $333K in Q4 2024. 706 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Covestor held 1,345 shares of Zoom worth $122K as of Q3 2026.
  • Covestor sold 186 Zoom shares in Q3 2026, an estimated $17.7K.
  • Zoom made up 0.08% of Covestor's portfolio in Q3 2026, its #261 holding.
  • Covestor first reported a position in Zoom in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Zoom position peaked at $333K in Q4 2024.
  • 706 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.