EWA
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EverSource Wealth Advisors’s Zoom ZM Stock Holding History

EverSource Wealth Advisors’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 		$671K Sell
7,776
-1,055
-12% -$99.7K 0.02% 460
2026
Q1 		$710K Sell
8,831
-3,503
-28% -$293K 0.02% 478
2025
Q4 		$1.06M Buy
12,334
+6,314
+105% +$531K 0.04% 322
2025
Q3 		$497K Buy
6,020
+1,745
+41% +$136K 0.02% 511
2025
Q2 		$333K Buy
4,275
+3,203
+299% +$248K 0.02% 624
2025
Q1 		$79.1K Sell
1,072
-836
-44% -$66.6K ﹤0.01% 1006
2024
Q4 		$156K Buy
1,908
+281
+17% +$22.1K 0.01% 756
2024
Q3 		$113K Sell
1,627
-58
-3% -$3.63K 0.01% 758
2024
Q2 		$102K Buy
1,685
+692
+70% +$42.5K 0.01% 790
2024
Q1 		$60.7K Buy
993
+139
+16% +$9.27K ﹤0.01% 893
2023
Q4 		$61.4K Sell
854
-1,197
-58% -$79.2K 0.01% 819
2023
Q3 		$143K Sell
2,051
-68
-3% -$4.72K 0.02% 475
2023
Q2 		$144K Sell
2,119
-692
-25% -$46.3K 0.02% 468
2023
Q1 		$208K Buy
2,811
+630
+29% +$45.4K 0.03% 363
2022
Q4 		$148K Buy
2,181
+1,175
+117% +$89.3K 0.02% 411
2022
Q3 		$74K Buy
1,006
+277
+38% +$26.4K 0.02% 527
2022
Q2 		$78K Buy
729
+560
+331% +$59.1K 0.02% 454
2022
Q1 		$20K Sell
169
-26
-13% -$3.54K 0.01% 710
2021
Q4 		$36K Buy
+195
New +$45.9K 0.01% 492

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

EverSource Wealth Advisors's ZM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Zoom (ZM) stake by 12% in Q2 2026, selling an estimated $99.7K and leaving 7,776 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #460.

EverSource Wealth Advisors first reported a position in ZM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q4 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • EverSource Wealth Advisors held 7,776 shares of Zoom worth $671K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,055 Zoom shares in Q2 2026, an estimated $99.7K.
  • Zoom made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #460 holding.
  • EverSource Wealth Advisors first reported a position in Zoom in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Zoom position peaked at $1.06M in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.