CI
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CX Institutional’s Zoom ZM Stock Holding History

CX Institutional’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 		$16K Buy
181
+44
+32% +$4.16K ﹤0.01% 1226
2026
Q1 		$11K Buy
+137
New +$11.5K ﹤0.01% 1285
2022
Q3 		– Sell
-116
Closed -$13K – 1154
2022
Q2 		$13K Buy
+116
New +$12.2K ﹤0.01% 916
2022
Q1 		– Sell
-5,437
Closed -$1M – 408
2021
Q4 		$1M Buy
5,437
+1,215
+29% +$286K 0.08% 203
2021
Q3 		$1.1M Sell
4,222
-488
-10% -$165K 0.09% 202
2021
Q2 		$1.82M Buy
+4,710
New +$1.57M 0.15% 165

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

CX Institutional's ZM Position: Q2 2026 in Review

CX Institutional increased its Zoom (ZM) stake by 32% in Q2 2026, buying an estimated $4.16K and bringing the position to 181 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

CX Institutional first reported a position in ZM in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.82M in Q2 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • CX Institutional held 181 shares of Zoom worth $16K as of Q2 2026.
  • CX Institutional bought 44 Zoom shares in Q2 2026, an estimated $4.16K.
  • Zoom made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1226 holding.
  • CX Institutional first reported a position in Zoom in Q2 2021 and has held it in 6 quarters since.
  • CX Institutional's Zoom position peaked at $1.82M in Q2 2021.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.