First Trust Advisors
ZM icon

First Trust Advisors’s Zoom ZM Stock Holding History

First Trust 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 		$114M Sell
1,316,191
-46,310
-3% -$4.38M 0.07% 355
2026
Q1 		$110M Buy
1,362,501
+36,657
+3% +$3.07M 0.08% 314
2025
Q4 		$114M Sell
1,325,844
-162,768
-11% -$13.7M 0.08% 288
2025
Q3 		$123M Sell
1,488,612
-44,500
-3% -$3.47M 0.09% 260
2025
Q2 		$120M Buy
1,533,112
+118,751
+8% +$9.18M 0.1% 255
2025
Q1 		$104M Sell
1,414,361
-119,132
-8% -$9.49M 0.09% 268
2024
Q4 		$125M Buy
1,533,493
+37,294
+2% +$2.93M 0.11% 216
2024
Q3 		$104M Sell
1,496,199
-225,963
-13% -$14.1M 0.1% 232
2024
Q2 		$102M Sell
1,722,162
-157,043
-8% -$9.65M 0.1% 217
2024
Q1 		$123M Buy
1,879,205
+165,328
+10% +$11M 0.12% 193
2023
Q4 		$123M Sell
1,713,877
-1,483,165
-46% -$98.1M 0.13% 188
2023
Q3 		$224M Buy
3,197,042
+486,733
+18% +$33.8M 0.27% 90
2023
Q2 		$184M Buy
2,710,309
+257,374
+10% +$17.2M 0.21% 135
2023
Q1 		$181M Buy
2,452,935
+270,970
+12% +$19.5M 0.21% 129
2022
Q4 		$148M Buy
2,181,965
+75,144
+4% +$5.71M 0.18% 160
2022
Q3 		$155M Buy
2,106,821
+444,930
+27% +$42.4M 0.2% 141
2022
Q2 		$179M Sell
1,661,891
-651,337
-28% -$68.7M 0.22% 126
2022
Q1 		$271M Buy
2,313,228
+241,939
+12% +$32.9M 0.28% 75
2021
Q4 		$381M Buy
2,071,289
+268,147
+15% +$63.1M 0.37% 41
2021
Q3 		$472M Buy
1,803,142
+306,906
+21% +$103M 0.51% 23
2021
Q2 		$579M Buy
1,496,236
+54,363
+4% +$18.1M 0.63% 14
2021
Q1 		$463M Sell
1,441,873
-11,342
-0.8% -$4.17M 0.56% 20
2020
Q4 		$490M Buy
1,453,215
+205,186
+16% +$91.5M 0.65% 16
2020
Q3 		$587M Buy
1,248,029
+370,190
+42% +$118M 0.94% 9
2020
Q2 		$223M Buy
877,839
+525,668
+149% +$94.6M 0.39% 39
2020
Q1 		$51.5M Buy
352,171
+127,652
+57% +$12.6M 0.12% 252
2019
Q4 		$15.3M Buy
224,519
+46,526
+26% +$3.2M 0.03% 706
2019
Q3 		$13.6M Buy
+177,993
New +$16M 0.03% 721

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

First Trust Advisors's ZM Position: Q2 2026 in Review

First Trust Advisors reduced its Zoom (ZM) stake by 3.4% in Q2 2026, selling an estimated $4.38M and leaving 1,316,191 shares worth $114M. The position accounts for 0.07% of the portfolio, ranked #355.

First Trust Advisors first reported a position in ZM in Q3 2019 and has held it in 28 quarters since. The position peaked at $587M in Q3 2020. 867 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • First Trust Advisors held 1,316,191 shares of Zoom worth $114M as of Q2 2026.
  • First Trust Advisors sold 46,310 Zoom shares in Q2 2026, an estimated $4.38M.
  • Zoom made up 0.07% of First Trust Advisors's portfolio in Q2 2026, its #355 holding.
  • First Trust Advisors first reported a position in Zoom in Q3 2019 and has held it in 28 quarters since.
  • First Trust Advisors's Zoom position peaked at $587M in Q3 2020.
  • 867 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.