Evergreen Quality Fund’s Zoom ZM Stock Holding History

Evergreen Quality Fund’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	$24.2M	Buy	+280,700	New	+$26.5M	0.39%	29
2026 Q1	–	Sell	-1,028,600	Closed	-$88.8M	–	53
2025 Q4	$88.8M	Sell	1,028,600 -250,000	-20%	-$21M	1.75%	14
2025 Q3	$105M	Buy	+1,278,600	New	+$99.8M	2.34%	13

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

Evergreen Quality Fund's ZM Position: Q2 2026 in Review

Evergreen Quality Fund opened a new position in Zoom (ZM) in Q2 2026: 280,700 shares worth $24.2M. The stake represents 0.39% of the portfolio and ranks #29 among its holdings. This is a return to the name: Evergreen Quality Fund previously reported a position in ZM as recently as Q4 2025.

Evergreen Quality Fund first reported a position in ZM in Q3 2025 and has held it in 3 quarters since. The position peaked at $105M in Q3 2025. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Evergreen Quality Fund held 280,700 shares of Zoom worth $24.2M as of Q2 2026.
Zoom was a new Evergreen Quality Fund position in Q2 2026.
Zoom made up 0.39% of Evergreen Quality Fund's portfolio in Q2 2026, its #29 holding.
Evergreen Quality Fund first reported a position in Zoom in Q3 2025 and has held it in 3 quarters since.
Evergreen Quality Fund's Zoom position peaked at $105M in Q3 2025.
866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Evergreen Quality Fund's 13F filing for Q2 2026, filed 14 Aug 2026.