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EP Wealth Advisors’s Zoom ZM Stock Holding History

EP Wealth Advisors’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
Q1 		$356K Sell
4,425
-11,669
-73% -$977K ﹤0.01% 1070
2025
Q4 		$1.39M Buy
+16,094
New +$1.35M 0.01% 527
2025
Q2 		$746K Buy
9,562
+530
+6% +$41K ﹤0.01% 644
2025
Q1 		$666K Sell
9,032
-84
-0.9% -$6.69K 0.01% 611
2024
Q4 		$744K Buy
9,116
+355
+4% +$27.9K 0.01% 579
2024
Q3 		$611K Buy
+8,761
New +$548K 0.01% 632

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EP Wealth Advisors's ZM Position: Q1 2026 in Review

EP Wealth Advisors reduced its Zoom (ZM) stake by 73% in Q1 2026, selling an estimated $977K and leaving 4,425 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

EP Wealth Advisors first reported a position in ZM in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • EP Wealth Advisors held 4,425 shares of Zoom worth $356K as of Q1 2026.
  • EP Wealth Advisors sold 11,669 Zoom shares in Q1 2026, an estimated $977K.
  • Zoom made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1070 holding.
  • EP Wealth Advisors first reported a position in Zoom in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Zoom position peaked at $1.39M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.