Edgestream Partners’s Zoom ZM Stock Holding History

Edgestream 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	$3.05M	Buy	35,314 +1,869	+6%	+$177K	0.09%	404
2026 Q1	$2.69M	Buy	+33,445	New	+$2.8M	0.09%	416
2025 Q2	–	Sell	-3,114	Closed	-$230K	–	1102
2025 Q1	$230K	Sell	3,114 -7,009	-69%	-$559K	0.01%	792
2024 Q4	$826K	Buy	+10,123	New	+$796K	0.04%	603
2024 Q3	–	Sell	-17,742	Closed	-$1.05M	–	1118
2024 Q2	$1.05M	Buy	+17,742	New	+$1.09M	0.05%	508
2023 Q4	–	Sell	-18,618	Closed	-$1.3M	–	1106
2023 Q3	$1.3M	Buy	+18,618	New	+$1.29M	0.1%	315

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

Edgestream Partners's ZM Position: Q2 2026 in Review

Edgestream Partners increased its Zoom (ZM) stake by 5.6% in Q2 2026, buying an estimated $177K and bringing the position to 35,314 shares worth $3.05M. The position accounts for 0.09% of the portfolio, ranked #404.

Edgestream Partners first reported a position in ZM in Q3 2023 and has held it in 6 quarters since. 867 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Edgestream Partners held 35,314 shares of Zoom worth $3.05M as of Q2 2026.
Edgestream Partners bought 1,869 Zoom shares in Q2 2026, an estimated $177K.
Zoom made up 0.09% of Edgestream Partners's portfolio in Q2 2026, its #404 holding.
Edgestream Partners first reported a position in Zoom in Q3 2023 and has held it in 6 quarters since.
867 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.