Daymark Wealth Partners’s Zoom ZM Stock Holding History

Daymark Wealth Partners’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	$234K	Buy	2,713 +147	+6%	+$13.9K	0.01%	708
2026 Q1	$206K	Buy	+2,566	New	+$215K	0.01%	704

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

Daymark Wealth Partners's ZM Position: Q2 2026 in Review

Daymark Wealth Partners increased its Zoom (ZM) stake by 5.7% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,713 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #708.

Daymark Wealth Partners first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Daymark Wealth Partners held 2,713 shares of Zoom worth $234K as of Q2 2026.
Daymark Wealth Partners bought 147 Zoom shares in Q2 2026, an estimated $13.9K.
Zoom made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #708 holding.
Daymark Wealth Partners first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.