ECM
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Evergreen Capital Management’s Zoom ZM Stock Holding History

Evergreen Capital Management’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 		$570K Sell
6,601
-258
-4% -$24.4K 0.01% 834
2026
Q1 		$551K Sell
6,859
-197
-3% -$16.5K 0.01% 734
2025
Q4 		$609K Buy
7,056
+360
+5% +$30.3K 0.01% 632
2025
Q3 		$552K Buy
6,696
+837
+14% +$65.3K 0.01% 616
2025
Q2 		$457K Sell
5,859
-35,042
-86% -$2.71M 0.01% 591
2025
Q1 		$3.02M Buy
40,901
+429
+1% +$34.2K 0.1% 202
2024
Q4 		$3.3M Buy
40,472
+215
+0.5% +$16.9K 0.11% 194
2024
Q3 		$2.81M Sell
40,257
-495
-1% -$30.9K 0.09% 211
2024
Q2 		$2.41M Buy
40,752
+618
+2% +$38K 0.09% 219
2024
Q1 		$2.62M Buy
+40,134
New +$2.68M 0.1% 205
2021
Q4 		– Sell
-1,007
Closed -$263K – 657
2021
Q3 		$263K Sell
1,007
-20
-2% -$6.74K 0.01% 475
2021
Q2 		$397K Buy
1,027
+307
+43% +$102K 0.02% 368
2021
Q1 		$231K Buy
+720
New +$265K 0.01% 450
2020
Q4 		– Sell
-529
Closed -$249K – 475
2020
Q3 		$249K Buy
+529
New +$169K 0.02% 352

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

Evergreen Capital Management's ZM Position: Q2 2026 in Review

Evergreen Capital Management reduced its Zoom (ZM) stake by 3.8% in Q2 2026, selling an estimated $24.4K and leaving 6,601 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #834.

Evergreen Capital Management first reported a position in ZM in Q3 2020 and has held it in 14 quarters since. The position peaked at $3.3M in Q4 2024. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Evergreen Capital Management held 6,601 shares of Zoom worth $570K as of Q2 2026.
  • Evergreen Capital Management sold 258 Zoom shares in Q2 2026, an estimated $24.4K.
  • Zoom made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #834 holding.
  • Evergreen Capital Management first reported a position in Zoom in Q3 2020 and has held it in 14 quarters since.
  • Evergreen Capital Management's Zoom position peaked at $3.3M in Q4 2024.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.