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Crestwood Advisors Group’s Zoom ZM Stock Holding History

Crestwood Advisors Group’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 		$338K Buy
3,914
+214
+6% +$20.2K 0.01% 632
2026
Q1 		$297K Buy
3,700
+820
+28% +$68.7K 0.01% 576
2025
Q4 		$249K Buy
+2,880
New +$242K ﹤0.01% 586

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Crestwood Advisors Group's ZM Position: Q2 2026 in Review

Crestwood Advisors Group increased its Zoom (ZM) stake by 5.8% in Q2 2026, buying an estimated $20.2K and bringing the position to 3,914 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #632.

Crestwood Advisors Group first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Crestwood Advisors Group held 3,914 shares of Zoom worth $338K as of Q2 2026.
  • Crestwood Advisors Group bought 214 Zoom shares in Q2 2026, an estimated $20.2K.
  • Zoom made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #632 holding.
  • Crestwood Advisors Group first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.