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Cromwell Holdings’s Zoom ZM Stock Holding History

Cromwell Holdings’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 		$6.39K Buy
74
+23
+45% +$2.17K ﹤0.01% 643
2026
Q1 		$4.1K Buy
51
+7
+16% +$586 ﹤0.01% 620
2025
Q4 		$3.8K Hold
44
– – ﹤0.01% 629
2025
Q3 		$3.63K Hold
44
– – ﹤0.01% 641
2025
Q2 		$3.43K Buy
44
+30
+214% +$2.32K ﹤0.01% 639
2025
Q1 		$1.03K Buy
+14
New +$1.12K ﹤0.01% 649

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

Cromwell Holdings's ZM Position: Q2 2026 in Review

Cromwell Holdings increased its Zoom (ZM) stake by 45% in Q2 2026, buying an estimated $2.17K and bringing the position to 74 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Cromwell Holdings first reported a position in ZM in Q1 2025 and has held it in 6 quarters since. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Cromwell Holdings held 74 shares of Zoom worth $6.39K as of Q2 2026.
  • Cromwell Holdings bought 23 Zoom shares in Q2 2026, an estimated $2.17K.
  • Zoom made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #643 holding.
  • Cromwell Holdings first reported a position in Zoom in Q1 2025 and has held it in 6 quarters since.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.