EFS
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Essex Financial Services’s Zoom ZM Stock Holding History

Essex Financial Services’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 		$540K Sell
6,255
-605
-9% -$57.2K 0.03% 463
2026
Q1 		$551K Sell
6,860
-1,356
-17% -$114K 0.03% 434
2025
Q4 		$709K Buy
+8,216
New +$692K 0.04% 357
2020
Q1 		– Sell
-3,100
Closed -$211K – 282
2019
Q4 		$211K Hold
3,100
– – 0.06% 245
2019
Q3 		$236K Buy
+3,100
New +$279K 0.08% 216

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Essex Financial Services's ZM Position: Q2 2026 in Review

Essex Financial Services reduced its Zoom (ZM) stake by 8.8% in Q2 2026, selling an estimated $57.2K and leaving 6,255 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #463.

Essex Financial Services first reported a position in ZM in Q3 2019 and has held it in 5 quarters since. The position peaked at $709K in Q4 2025. 554 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Essex Financial Services held 6,255 shares of Zoom worth $540K as of Q2 2026.
  • Essex Financial Services sold 605 Zoom shares in Q2 2026, an estimated $57.2K.
  • Zoom made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #463 holding.
  • Essex Financial Services first reported a position in Zoom in Q3 2019 and has held it in 5 quarters since.
  • Essex Financial Services's Zoom position peaked at $709K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.