Envestnet Portfolio Solutions
ZM icon

Envestnet Portfolio Solutions’s Zoom ZM Stock Holding History

Envestnet Portfolio Solutions’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 		$242K Buy
2,808
+277
+11% +$26.2K ﹤0.01% 1293
2026
Q1 		$203K Sell
2,531
-1,087
-30% -$91K ﹤0.01% 1272
2025
Q4 		$312K Buy
3,618
+446
+14% +$37.5K ﹤0.01% 1262
2025
Q3 		$262K Sell
3,172
-48
-1% -$3.75K ﹤0.01% 1311
2025
Q2 		$251K Buy
+3,220
New +$249K ﹤0.01% 1414

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 $3.38T AUM 44.17% 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 Portfolio Solutions's ZM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Zoom (ZM) stake by 11% in Q2 2026, buying an estimated $26.2K and bringing the position to 2,808 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Envestnet Portfolio Solutions first reported a position in ZM in Q2 2025 and has held it in 5 quarters since. The position peaked at $312K in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,808 shares of Zoom worth $242K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 277 Zoom shares in Q2 2026, an estimated $26.2K.
  • Zoom made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1293 holding.
  • Envestnet Portfolio Solutions first reported a position in Zoom in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's Zoom position peaked at $312K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.