Envestnet Asset Management
ZM icon

Envestnet Asset Management’s Zoom ZM Stock Holding History

Envestnet Asset Management’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 		$8.77M Buy
101,649
+773
+0.8% +$73.1K ﹤0.01% 2037
2026
Q1 		$8.11M Buy
100,876
+48,817
+94% +$4.09M ﹤0.01% 1971
2025
Q4 		$4.49M Sell
52,059
-1,081
-2% -$91K ﹤0.01% 2248
2025
Q3 		$4.38M Buy
53,140
+3,770
+8% +$294K ﹤0.01% 2350
2025
Q2 		$3.85M Buy
49,370
+20,017
+68% +$1.55M ﹤0.01% 2374
2025
Q1 		$2.17M Buy
29,353
+206
+0.7% +$16.4K ﹤0.01% 2681
2024
Q4 		$2.38M Buy
29,147
+3,064
+12% +$241K ﹤0.01% 2585
2024
Q3 		$1.82M Buy
26,083
+2,718
+12% +$170K ﹤0.01% 2724
2024
Q2 		$1.38M Sell
23,365
-868
-4% -$53.3K ﹤0.01% 2820
2024
Q1 		$1.58M Sell
24,233
-16,669
-41% -$1.11M ﹤0.01% 2722
2023
Q4 		$2.94M Buy
40,902
+9,379
+30% +$620K ﹤0.01% 2225
2023
Q3 		$2.2M Buy
31,523
+8,695
+38% +$604K ﹤0.01% 2329
2023
Q2 		$1.55M Sell
22,828
-50,207
-69% -$3.36M ﹤0.01% 2453
2023
Q1 		$5.39M Buy
73,035
+19,999
+38% +$1.44M ﹤0.01% 1618
2022
Q4 		$3.59M Sell
53,036
-2,729
-5% -$207K ﹤0.01% 1789
2022
Q3 		$4.1M Sell
55,765
-13,249
-19% -$1.26M ﹤0.01% 1630
2022
Q2 		$7.45M Buy
69,014
+14,557
+27% +$1.54M ﹤0.01% 1305
2022
Q1 		$6.38M Buy
54,457
+5,926
+12% +$806K ﹤0.01% 1458
2021
Q4 		$8.93M Buy
48,531
+3,876
+9% +$911K ﹤0.01% 1247
2021
Q3 		$11.7M Buy
44,655
+10,833
+32% +$3.65M 0.01% 1058
2021
Q2 		$13.1M Buy
33,822
+6,693
+25% +$2.23M 0.01% 986
2021
Q1 		$8.72M Buy
27,129
+14,429
+114% +$5.31M 0.01% 1120
2020
Q4 		$4.28M Buy
12,700
+4,378
+53% +$1.95M ﹤0.01% 1353
2020
Q3 		$3.91M Buy
8,322
+2,798
+51% +$895K ﹤0.01% 1287
2020
Q2 		$1.4M Sell
5,524
-4,638
-46% -$835K ﹤0.01% 1772
2020
Q1 		$1.49M Buy
+10,162
New +$1M ﹤0.01% 1573

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

Envestnet Asset Management's ZM Position: Q2 2026 in Review

Envestnet Asset Management increased its Zoom (ZM) stake by 0.77% in Q2 2026, buying an estimated $73.1K and bringing the position to 101,649 shares worth $8.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Envestnet Asset Management first reported a position in ZM in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.1M in Q2 2021. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Envestnet Asset Management held 101,649 shares of Zoom worth $8.77M as of Q2 2026.
  • Envestnet Asset Management bought 773 Zoom shares in Q2 2026, an estimated $73.1K.
  • Zoom made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2037 holding.
  • Envestnet Asset Management first reported a position in Zoom in Q1 2020 and has held it in 26 quarters since.
  • Envestnet Asset Management's Zoom position peaked at $13.1M in Q2 2021.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.