CFO
ZM icon

CVA Family Office’s Zoom ZM Stock Holding History

CVA Family Office’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 		$27K Sell
313
-132
-30% -$12.5K ﹤0.01% 740
2026
Q1 		$35.8K Buy
445
+271
+156% +$22.7K ﹤0.01% 665
2025
Q4 		$15K Buy
174
+64
+58% +$5.39K ﹤0.01% 740
2025
Q3 		$9.07K Sell
110
-53
-33% -$4.13K ﹤0.01% 820
2025
Q2 		$12.7K Buy
163
+87
+114% +$6.73K ﹤0.01% 761
2025
Q1 		$5.61K Buy
76
+17
+29% +$1.35K ﹤0.01% 880
2024
Q4 		$4.82K Buy
59
+13
+28% +$1.02K ﹤0.01% 886
2024
Q3 		$3.21K Buy
46
+14
+44% +$875 ﹤0.01% 913
2024
Q2 		$1.89K Buy
32
+16
+100% +$983 ﹤0.01% 971
2024
Q1 		$1.05K Hold
16
– – ﹤0.01% 997
2023
Q4 		$1.15K Buy
+16
New +$1.06K ﹤0.01% 970
2023
Q3 		– Sell
-16
Closed -$1.09K – 990
2023
Q2 		$1.09K Buy
+16
New +$1.07K ﹤0.01% 934
2023
Q1 		– Sell
-57
Closed -$3.86K – 1014
2022
Q4 		$3.86K Buy
57
+52
+1,040% +$3.95K ﹤0.01% 761
2022
Q3 		$0 Sell
5
-160
-97% -$15.2K ﹤0.01% 949
2022
Q2 		$18K Buy
165
+140
+560% +$14.8K ﹤0.01% 561
2022
Q1 		$3K Buy
+25
New +$3.4K ﹤0.01% 852
2021
Q3 		– Sell
-5
Closed -$2K – 912
2021
Q2 		$2K Buy
+5
New +$1.67K ﹤0.01% 899

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 $3.38T AUM 44.17% 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

CVA Family Office's ZM Position: Q2 2026 in Review

CVA Family Office reduced its Zoom (ZM) stake by 30% in Q2 2026, selling an estimated $12.5K and leaving 313 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

CVA Family Office first reported a position in ZM in Q2 2021 and has held it in 17 quarters since. The position peaked at $35.8K in Q1 2026. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • CVA Family Office held 313 shares of Zoom worth $27K as of Q2 2026.
  • CVA Family Office sold 132 Zoom shares in Q2 2026, an estimated $12.5K.
  • Zoom made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #740 holding.
  • CVA Family Office first reported a position in Zoom in Q2 2021 and has held it in 17 quarters since.
  • CVA Family Office's Zoom position peaked at $35.8K in Q1 2026.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.