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Dana Investment Advisors’s Zoom ZM Stock Holding History

Dana Investment Advisors’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 		$5.21M Sell
60,342
-7,772
-11% -$735K 0.14% 187
2026
Q1 		$5.48M Sell
68,114
-716
-1% -$60K 0.16% 159
2025
Q4 		$5.94M Sell
68,830
-119
-0.2% -$10K 0.17% 144
2025
Q3 		$5.69M Sell
68,949
-2,111
-3% -$165K 0.17% 147
2025
Q2 		$5.54M Sell
71,060
-647
-0.9% -$50K 0.18% 141
2025
Q1 		$5.29M Sell
71,707
-844
-1% -$67.3K 0.19% 140
2024
Q4 		$5.92M Sell
72,551
-17,908
-20% -$1.41M 0.2% 139
2024
Q3 		$6.31M Sell
90,459
-767
-0.8% -$47.9K 0.21% 135
2024
Q2 		$5.4M Buy
91,226
+35,105
+63% +$2.16M 0.18% 156
2024
Q1 		$3.67M Buy
+56,121
New +$3.74M 0.12% 214
2020
Q3 		– Sell
-1,585
Closed -$402K – 298
2020
Q2 		$402K Buy
+1,585
New +$285K 0.02% 232

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

Dana Investment Advisors's ZM Position: Q2 2026 in Review

Dana Investment Advisors reduced its Zoom (ZM) stake by 11% in Q2 2026, selling an estimated $735K and leaving 60,342 shares worth $5.21M. The position accounts for 0.14% of the portfolio, ranked #187.

Dana Investment Advisors first reported a position in ZM in Q2 2020 and has held it in 11 quarters since. The position peaked at $6.31M in Q3 2024. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Dana Investment Advisors held 60,342 shares of Zoom worth $5.21M as of Q2 2026.
  • Dana Investment Advisors sold 7,772 Zoom shares in Q2 2026, an estimated $735K.
  • Zoom made up 0.14% of Dana Investment Advisors's portfolio in Q2 2026, its #187 holding.
  • Dana Investment Advisors first reported a position in Zoom in Q2 2020 and has held it in 11 quarters since.
  • Dana Investment Advisors's Zoom position peaked at $6.31M in Q3 2024.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.