Curi RMB Capital’s Zoom ZM Stock Holding History

Curi RMB Capital’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	$255K	Sell	2,949 -1,336	-31%	-$126K	﹤0.01%	806
2026 Q1	$344K	Sell	4,285 -11,940	-74%	-$1M	0.01%	696
2025 Q4	$1.4M	Buy	+16,225	New	+$1.37M	0.02%	400
2021 Q4	–	Sell	-878	Closed	-$230K	–	461
2021 Q3	$230K	Hold	878	–	–	0.01%	425
2021 Q2	$340K	Hold	878	–	–	0.01%	397
2021 Q1	$282K	Hold	878	–	–	0.01%	406
2020 Q4	$296K	Sell	878 -49	-5%	-$21.8K	0.01%	503
2020 Q3	$436K	Hold	927	–	–	0.02%	441
2020 Q2	$235K	Buy	+927	New	+$167K	0.01%	515

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 $3.38T AUM 44.17% 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

Curi RMB Capital's ZM Position: Q2 2026 in Review

Curi RMB Capital reduced its Zoom (ZM) stake by 31% in Q2 2026, selling an estimated $126K and leaving 2,949 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Curi RMB Capital first reported a position in ZM in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.4M in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Curi RMB Capital held 2,949 shares of Zoom worth $255K as of Q2 2026.
Curi RMB Capital sold 1,336 Zoom shares in Q2 2026, an estimated $126K.
Zoom made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #806 holding.
Curi RMB Capital first reported a position in Zoom in Q2 2020 and has held it in 9 quarters since.
Curi RMB Capital's Zoom position peaked at $1.4M in Q4 2025.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.