DecisionPoint Financial’s Zoom ZM Stock Holding History

DecisionPoint Financial’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	$631	Sell	7 -61	-90%	-$5.77K	﹤0.01%	559
2026 Q1	$5.47K	Hold	68	–	–	﹤0.01%	213
2025 Q4	$5.87K	Hold	68	–	–	﹤0.01%	232
2025 Q3	$5.53K	Hold	68	–	–	﹤0.01%	166
2025 Q2	$5.28K	Hold	68	–	–	﹤0.01%	175
2025 Q1	$5.02K	Hold	68	–	–	﹤0.01%	177
2024 Q4	$5.55K	Hold	68	–	–	﹤0.01%	188
2024 Q3	$4.74K	Hold	68	–	–	﹤0.01%	185
2024 Q2	$4.11K	Hold	68	–	–	﹤0.01%	187
2024 Q1	$4.22K	Hold	68	–	–	﹤0.01%	201
2023 Q4	$4.89K	Hold	68	–	–	﹤0.01%	150
2023 Q3	$4.76K	Hold	68	–	–	﹤0.01%	159
2023 Q2	$4.62K	Hold	68	–	–	﹤0.01%	143
2023 Q1	$5.02K	Hold	68	–	–	﹤0.01%	137
2022 Q4	$4.61K	Buy	+68	New	+$5.17K	﹤0.01%	118

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

DecisionPoint Financial's ZM Position: Q2 2026 in Review

DecisionPoint Financial reduced its Zoom (ZM) stake by 90% in Q2 2026, selling an estimated $5.77K and leaving 7 shares worth $631. The position accounts for ﹤0.01% of the portfolio, ranked #559.

DecisionPoint Financial first reported a position in ZM in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.87K in Q4 2025. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

DecisionPoint Financial held 7 shares of Zoom worth $631 as of Q2 2026.
DecisionPoint Financial sold 61 Zoom shares in Q2 2026, an estimated $5.77K.
Zoom made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #559 holding.
DecisionPoint Financial first reported a position in Zoom in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's Zoom position peaked at $5.87K in Q4 2025.
869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.