EH
ZM icon

Equitable Holdings’s Zoom ZM Stock Holding History

Equitable Holdings’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 		$202K Buy
+2,338
New +$221K ﹤0.01% 1717
2026
Q1 		– Sell
-2,338
Closed -$202K – 1768
2025
Q4 		$202K Sell
2,338
-2,663
-53% -$224K ﹤0.01% 1498
2025
Q3 		$413K Buy
5,001
+841
+20% +$65.6K ﹤0.01% 1141
2025
Q2 		$324K Buy
4,160
+1,395
+50% +$108K ﹤0.01% 1167
2025
Q1 		$204K Sell
2,765
-81
-3% -$6.46K ﹤0.01% 1248
2024
Q4 		$232K Sell
2,846
-439
-13% -$34.5K ﹤0.01% 1148
2024
Q3 		$229K Buy
+3,285
New +$205K ﹤0.01% 1140
2020
Q4 		– Sell
-677
Closed -$318K – 705
2020
Q3 		$318K Buy
+677
New +$216K 0.01% 502

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

Equitable Holdings's ZM Position: Q2 2026 in Review

Equitable Holdings opened a new position in Zoom (ZM) in Q2 2026: 2,338 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1717 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in ZM as recently as Q4 2025.

Equitable Holdings first reported a position in ZM in Q3 2020 and has held it in 8 quarters since. The position peaked at $413K in Q3 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Equitable Holdings held 2,338 shares of Zoom worth $202K as of Q2 2026.
  • Zoom was a new Equitable Holdings position in Q2 2026.
  • Zoom made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1717 holding.
  • Equitable Holdings first reported a position in Zoom in Q3 2020 and has held it in 8 quarters since.
  • Equitable Holdings's Zoom position peaked at $413K in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.