Fi3 Financial Advisors’s Zoom ZM Stock Holding History

Fi3 Financial 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	$522K	Buy	3,805 +1,288	+51%	+$122K	0.13%	96
2026 Q1	$202K	Sell	2,517 -1,242	-33%	-$104K	0.06%	212
2025 Q4	$324K	Buy	+3,759	New	+$316K	0.1%	120

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

Fi3 Financial Advisors's ZM Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Zoom (ZM) stake by 51% in Q2 2026, buying an estimated $122K and bringing the position to 3,805 shares worth $522K. The position accounts for 0.13% of the portfolio, ranked #96.

Fi3 Financial Advisors first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Fi3 Financial Advisors held 3,805 shares of Zoom worth $522K as of Q2 2026.
Fi3 Financial Advisors bought 1,288 Zoom shares in Q2 2026, an estimated $122K.
Zoom made up 0.13% of Fi3 Financial Advisors's portfolio in Q2 2026, its #96 holding.
Fi3 Financial Advisors first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.