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 Q2	$445K	Buy	5,159 +734	+17%	+$69.4K	﹤0.01%	1077
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 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

EP Wealth Advisors's ZM Position: Q2 2026 in Review

EP Wealth Advisors increased its Zoom (ZM) stake by 17% in Q2 2026, buying an estimated $69.4K and bringing the position to 5,159 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

EP Wealth Advisors first reported a position in ZM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

EP Wealth Advisors held 5,159 shares of Zoom worth $445K as of Q2 2026.
EP Wealth Advisors bought 734 Zoom shares in Q2 2026, an estimated $69.4K.
Zoom made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1077 holding.
EP Wealth Advisors first reported a position in Zoom in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Zoom position peaked at $1.39M in Q4 2025.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.