Crewe Advisors’s Zoom ZM Stock Holding History

Crewe Advisors’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	$518	Hold	6	–	–	﹤0.01%	1071
2026 Q1	$483	Hold	6	–	–	﹤0.01%	994
2025 Q4	$518	Hold	6	–	–	﹤0.01%	1042
2025 Q3	$495	Hold	6	–	–	﹤0.01%	938
2025 Q2	$468	Hold	6	–	–	﹤0.01%	651
2025 Q1	$443	Hold	6	–	–	﹤0.01%	636
2024 Q4	$490	Hold	6	–	–	﹤0.01%	561
2024 Q3	$419	Hold	6	–	–	﹤0.01%	674
2024 Q2	$356	Hold	6	–	–	﹤0.01%	923
2024 Q1	$393	Buy	+6	New	+$400	﹤0.01%	912
2023 Q3	–	Sell	-6	Closed	-$408	–	935
2023 Q2	$408	Sell	6 -58	-91%	-$3.88K	﹤0.01%	649
2023 Q1	$4.73K	Sell	64 -16	-20%	-$1.15K	﹤0.01%	643
2022 Q4	$5.42K	Sell	80 -77	-49%	-$5.85K	﹤0.01%	656
2022 Q3	$12K	Buy	157 +14	+10%	+$1.33K	﹤0.01%	622
2022 Q2	$15K	Buy	+143	New	+$15.1K	﹤0.01%	503
2021 Q4	–	Sell	-72	Closed	-$19K	–	471
2021 Q3	$19K	Hold	72	–	–	﹤0.01%	217
2021 Q2	$28K	Hold	72	–	–	0.01%	197
2021 Q1	$23K	Hold	72	–	–	0.01%	213
2020 Q4	$24K	Hold	72	–	–	0.01%	192
2020 Q3	$34K	Hold	72	–	–	0.02%	151
2020 Q2	$18K	Buy	+72	New	+$13K	0.01%	146

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Crewe Advisors's ZM Position: Q2 2026 in Review

Crewe Advisors held its Zoom (ZM) position steady in Q2 2026 at 6 shares worth $518. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Crewe Advisors first reported a position in ZM in Q2 2020 and has held it in 21 quarters since. The position peaked at $34K in Q3 2020. 871 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Crewe Advisors held 6 shares of Zoom worth $518 as of Q2 2026.
Crewe Advisors left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1071 holding.
Crewe Advisors first reported a position in Zoom in Q2 2020 and has held it in 21 quarters since.
Crewe Advisors's Zoom position peaked at $34K in Q3 2020.
871 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.