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Diversified Trust’s Zoom ZM Stock Holding History

Diversified Trust’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 		$1.18M Sell
13,631
-3,750
-22% -$355K 0.02% 445
2026
Q1 		$1.4M Sell
17,381
-9,446
-35% -$791K 0.03% 348
2025
Q4 		$2.31M Buy
26,827
+80
+0.3% +$6.73K 0.04% 234
2025
Q3 		$2.21M Buy
26,747
+4,825
+22% +$376K 0.04% 235
2025
Q2 		$1.71M Buy
21,922
+223
+1% +$17.2K 0.04% 264
2025
Q1 		$1.6M Sell
21,699
-401
-2% -$32K 0.04% 245
2024
Q4 		$1.8M Sell
22,100
-12,492
-36% -$982K 0.04% 246
2024
Q3 		$2.41M Sell
34,592
-9,515
-22% -$595K 0.06% 200
2024
Q2 		$2.61M Buy
44,107
+7,685
+21% +$472K 0.07% 158
2024
Q1 		$2.38M Buy
36,422
+25,020
+219% +$1.67M 0.07% 168
2023
Q4 		$820K Sell
11,402
-285
-2% -$18.8K 0.03% 343
2023
Q3 		$817K Buy
11,687
+3,669
+46% +$255K 0.03% 314
2023
Q2 		$544K Buy
8,018
+1,117
+16% +$74.7K 0.02% 438
2023
Q1 		$510K Buy
+6,901
New +$497K 0.02% 453
2022
Q4 		– Sell
-3,234
Closed -$238K – 864
2022
Q3 		$238K Buy
3,234
+813
+34% +$77.4K 0.01% 631
2022
Q2 		$261K Buy
+2,421
New +$255K 0.01% 607
2022
Q1 		– Sell
-1,980
Closed -$364K – 907
2021
Q4 		$364K Buy
1,980
+341
+21% +$80.2K 0.01% 565
2021
Q3 		$429K Buy
1,639
+311
+23% +$105K 0.02% 450
2021
Q2 		$514K Sell
1,328
-655
-33% -$218K 0.02% 395
2021
Q1 		$637K Buy
1,983
+348
+21% +$128K 0.02% 309
2020
Q4 		$552K Sell
1,635
-83
-5% -$37K 0.02% 315
2020
Q3 		$808K Buy
+1,718
New +$549K 0.04% 217

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

Diversified Trust's ZM Position: Q2 2026 in Review

Diversified Trust reduced its Zoom (ZM) stake by 22% in Q2 2026, selling an estimated $355K and leaving 13,631 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #445.

Diversified Trust first reported a position in ZM in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.61M in Q2 2024. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Diversified Trust held 13,631 shares of Zoom worth $1.18M as of Q2 2026.
  • Diversified Trust sold 3,750 Zoom shares in Q2 2026, an estimated $355K.
  • Zoom made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #445 holding.
  • Diversified Trust first reported a position in Zoom in Q3 2020 and has held it in 22 quarters since.
  • Diversified Trust's Zoom position peaked at $2.61M in Q2 2024.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.