Financial Perspectives’s Zoom ZM Stock Holding History

Financial Perspectives’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	$260K	Buy	3,018 +2,542	+534%	+$240K	0.06%	149
2026 Q1	$38.3K	Hold	476	–	–	0.01%	346
2025 Q4	$41.1K	Hold	476	–	–	0.01%	336
2025 Q3	$39.3K	Hold	476	–	–	0.01%	341
2025 Q2	$37.1K	Hold	476	–	–	0.01%	343
2025 Q1	$35.1K	Hold	476	–	–	0.01%	330
2024 Q4	$38.8K	Hold	476	–	–	0.01%	325
2024 Q3	$33.2K	Hold	476	–	–	0.01%	319
2024 Q2	$28.2K	Hold	476	–	–	0.01%	332
2024 Q1	$31.1K	Hold	476	–	–	0.01%	326
2023 Q4	$34.2K	Hold	476	–	–	0.01%	313
2023 Q3	$33.3K	Hold	476	–	–	0.02%	300
2023 Q2	$32.3K	Buy	476 +368	+341%	+$24.6K	0.01%	311
2023 Q1	$7.97K	Hold	108	–	–	﹤0.01%	466
2022 Q4	$7.32K	Hold	108	–	–	﹤0.01%	474
2022 Q3	$7.95K	Hold	108	–	–	﹤0.01%	458
2022 Q2	$11.7K	Hold	108	–	–	0.01%	421
2022 Q1	$12.7K	Hold	108	–	–	0.01%	435
2021 Q4	$19.9K	Sell	108 -26	-19%	-$6.11K	0.01%	354
2021 Q3	$35K	Hold	134	–	–	0.02%	280
2021 Q2	$51.9K	Hold	134	–	–	0.03%	253
2021 Q1	$43.1K	Buy	134 +26	+24%	+$9.57K	0.02%	261
2020 Q4	$36.4K	Hold	108	–	–	0.02%	264
2020 Q3	$50.8K	Hold	108	–	–	0.03%	200
2020 Q2	$27.4K	Hold	108	–	–	0.02%	238
2020 Q1	$15.8K	Buy	+108	New	+$10.7K	0.01%	268

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

Financial Perspectives's ZM Position: Q2 2026 in Review

Financial Perspectives increased its Zoom (ZM) stake by 534% in Q2 2026, buying an estimated $240K and bringing the position to 3,018 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #149.

Financial Perspectives first reported a position in ZM in Q1 2020 and has held it in 26 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Financial Perspectives held 3,018 shares of Zoom worth $260K as of Q2 2026.
Financial Perspectives bought 2,542 Zoom shares in Q2 2026, an estimated $240K.
Zoom made up 0.06% of Financial Perspectives's portfolio in Q2 2026, its #149 holding.
Financial Perspectives first reported a position in Zoom in Q1 2020 and has held it in 26 quarters since.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.