Edmond de Rothschild Holding’s Zoom ZM Stock Holding History

Edmond de Rothschild Holding’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	$205K	Buy	2,376 +1,466	+161%	+$139K	﹤0.01%	445
2026 Q1	$73.2K	Hold	910	–	–	﹤0.01%	430
2025 Q4	$78.5K	Hold	910	–	–	﹤0.01%	436
2025 Q3	$75.1K	Hold	910	–	–	﹤0.01%	443
2025 Q2	$71K	Hold	910	–	–	﹤0.01%	434
2025 Q1	$67.1K	Hold	910	–	–	﹤0.01%	445
2024 Q4	$74.3K	Hold	910	–	–	﹤0.01%	469
2024 Q3	$63.5K	Hold	910	–	–	﹤0.01%	507
2024 Q2	$53.9K	Hold	910	–	–	﹤0.01%	557
2024 Q1	$59.5K	Sell	910 -475	-34%	-$31.7K	﹤0.01%	561
2023 Q4	$99.6K	Buy	1,385 +910	+192%	+$60.2K	﹤0.01%	510
2023 Q3	$33.2K	Sell	475 -710	-60%	-$49.3K	﹤0.01%	599
2023 Q2	$80.4K	Hold	1,185	–	–	﹤0.01%	535
2023 Q1	$87.5K	Hold	1,185	–	–	﹤0.01%	531
2022 Q4	$80.3K	Hold	1,185	–	–	﹤0.01%	591
2022 Q3	$88K	Buy	1,185 +1,110	+1,480%	+$106K	﹤0.01%	586
2022 Q2	$8K	Sell	75 -910	-92%	-$96K	﹤0.01%	767
2022 Q1	$116K	Buy	985 +320	+48%	+$43.5K	﹤0.01%	573
2021 Q4	$123K	Sell	665 -17	-2%	-$4K	﹤0.01%	601
2021 Q3	$179K	Buy	682 +607	+809%	+$205K	﹤0.01%	558
2021 Q2	$29K	Hold	75	–	–	﹤0.01%	704
2021 Q1	$24K	Hold	75	–	–	﹤0.01%	662
2020 Q4	$25K	Sell	75 -75	-50%	-$33.4K	﹤0.01%	591
2020 Q3	$71K	Sell	150 -50	-25%	-$16K	﹤0.01%	493
2020 Q2	$51K	Buy	+200	New	+$36K	﹤0.01%	496

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 $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's ZM Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Zoom (ZM) stake by 161% in Q2 2026, buying an estimated $139K and bringing the position to 2,376 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Edmond de Rothschild Holding first reported a position in ZM in Q2 2020 and has held it in 25 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Edmond de Rothschild Holding held 2,376 shares of Zoom worth $205K as of Q2 2026.
Edmond de Rothschild Holding bought 1,466 Zoom shares in Q2 2026, an estimated $139K.
Zoom made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #445 holding.
Edmond de Rothschild Holding first reported a position in Zoom in Q2 2020 and has held it in 25 quarters since.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.