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Essential Partners’s Zoom ZM Stock Holding History

Essential Partners’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 		$282K Sell
3,268
-1,400
-30% -$132K 0.13% 173
2026
Q1 		$375K Sell
4,668
-13,906
-75% -$1.16M 0.13% 188
2025
Q4 		$1.6M Buy
18,574
+11,421
+160% +$961K 0.49% 39
2025
Q3 		$590K Buy
7,153
+2,467
+53% +$192K 0.19% 145
2025
Q2 		$365K Buy
+4,686
New +$362K 0.15% 200

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

Essential Partners's ZM Position: Q2 2026 in Review

Essential Partners reduced its Zoom (ZM) stake by 30% in Q2 2026, selling an estimated $132K and leaving 3,268 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #173.

Essential Partners first reported a position in ZM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q4 2025. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Essential Partners held 3,268 shares of Zoom worth $282K as of Q2 2026.
  • Essential Partners sold 1,400 Zoom shares in Q2 2026, an estimated $132K.
  • Zoom made up 0.13% of Essential Partners's portfolio in Q2 2026, its #173 holding.
  • Essential Partners first reported a position in Zoom in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Zoom position peaked at $1.6M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.