Family Management’s Zoom ZM Stock Holding History

Family 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	–	Sell	-39,536	Closed	-$3.18M	–	357
2026 Q1	$3.18M	Sell	39,536 -1,368	-3%	-$115K	0.38%	64
2025 Q4	$3.53M	Buy	40,904 +13,347	+48%	+$1.12M	0.45%	58
2025 Q3	$2.27M	Buy	+27,557	New	+$2.15M	0.31%	73
2020 Q4	–	Sell	-1,138	Closed	-$535K	–	181
2020 Q3	$535K	Buy	1,138 +142	+14%	+$45.4K	0.23%	69
2020 Q2	$253K	Buy	+996	New	+$179K	0.1%	116

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

Family Management's ZM Position: Q2 2026 in Review

Family Management sold out of Zoom (ZM) in Q2 2026, closing a stake of 39,536 shares — an estimated $3.18M sold.

Family Management first reported a position in ZM in Q2 2020 and held it in 5 quarters. The position peaked at $3.53M in Q4 2025. 862 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Family Management reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Family Management sold 39,536 Zoom shares in Q2 2026, an estimated $3.18M.
Family Management first reported a position in Zoom in Q2 2020 and held it in 5 quarters.
Family Management's Zoom position peaked at $3.53M in Q4 2025.
862 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.