Curio Wealth’s Zoom ZM Stock Holding History

Curio Wealth’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	–	Sell	-11	Closed	-$884	–	1200
2026 Q1	$884	Buy	11 +3	+38%	+$251	﹤0.01%	401
2025 Q4	$702	Buy	+8	New	+$673	﹤0.01%	387
2025 Q3	–	Sell	-8	Closed	-$624	–	388
2025 Q2	$624	Buy	8 +7	+700%	+$541	﹤0.01%	310
2025 Q1	$653	Buy	+1	New	+$80	﹤0.01%	337

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

Curio Wealth's ZM Position: Q2 2026 in Review

Curio Wealth sold out of Zoom (ZM) in Q2 2026, closing a stake of 11 shares — an estimated $884 sold.

Curio Wealth first reported a position in ZM in Q1 2025 and held it in 4 quarters. The position peaked at $884 in Q1 2026. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Curio Wealth reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 11 Zoom shares in Q2 2026, an estimated $884.
Curio Wealth first reported a position in Zoom in Q1 2025 and held it in 4 quarters.
Curio Wealth's Zoom position peaked at $884 in Q1 2026.
866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.