EPW
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Evolve Private Wealth’s Zoom ZM Stock Holding History

Evolve Private Wealth’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 		$964K Sell
11,172
-537
-5% -$50.8K 0.06% 289
2026
Q1 		$941K Sell
11,709
-9,798
-46% -$821K 0.05% 350
2025
Q4 		$1.86M Buy
+21,507
New +$1.81M 0.11% 173

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

Evolve Private Wealth's ZM Position: Q2 2026 in Review

Evolve Private Wealth reduced its Zoom (ZM) stake by 4.6% in Q2 2026, selling an estimated $50.8K and leaving 11,172 shares worth $964K. The position accounts for 0.06% of the portfolio, ranked #289.

Evolve Private Wealth first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q4 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Evolve Private Wealth held 11,172 shares of Zoom worth $964K as of Q2 2026.
  • Evolve Private Wealth sold 537 Zoom shares in Q2 2026, an estimated $50.8K.
  • Zoom made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #289 holding.
  • Evolve Private Wealth first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Zoom position peaked at $1.86M in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.