FHA
ZM icon

Flagship Harbor Advisors’s Zoom ZM Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-583
Closed -$50.3K – 2242
2025
Q4 		$50.3K Sell
583
-2,389
-80% -$201K ﹤0.01% 1061
2025
Q3 		$245K Sell
2,972
-22
-0.7% -$1.72K 0.01% 702
2025
Q2 		$234K Buy
2,994
+4
+0.1% +$309 0.01% 680
2025
Q1 		$221K Buy
2,990
+136
+5% +$10.8K 0.01% 682
2024
Q4 		$233K Sell
2,854
-444
-13% -$34.9K 0.01% 648
2024
Q3 		$230K Sell
3,298
-1,183
-26% -$73.9K 0.01% 647
2024
Q2 		$265K Sell
4,481
-506
-10% -$31.1K 0.02% 571
2024
Q1 		$326K Sell
4,987
-208
-4% -$13.9K 0.02% 503
2023
Q4 		$374K Sell
5,195
-1,010
-16% -$66.8K 0.03% 431
2023
Q3 		$434K Sell
6,205
-729
-11% -$50.6K 0.04% 368
2023
Q2 		$471K Sell
6,934
-373
-5% -$24.9K 0.04% 353
2023
Q1 		$540K Sell
7,307
-511
-7% -$36.8K 0.05% 338
2022
Q4 		$530K Sell
7,818
-200
-2% -$15.2K 0.05% 323
2022
Q3 		$590K Sell
8,018
-156
-2% -$14.9K 0.07% 272
2022
Q2 		$883K Sell
8,174
-239
-3% -$25.2K 0.1% 221
2022
Q1 		$986K Sell
8,413
-342
-4% -$46.5K 0.1% 226
2021
Q4 		$1.61M Sell
8,755
-20
-0.2% -$4.7K 0.15% 160
2021
Q3 		$3.4M Hold
8,775
– – 0.36% 65
2021
Q2 		$3.4M Sell
8,775
-114
-1% -$38K 0.36% 65
2021
Q1 		$2.86M Sell
8,889
-1,652
-16% -$608K 0.32% 74
2020
Q4 		$3.56M Buy
10,541
+953
+10% +$425K 0.44% 49
2020
Q3 		$4.51M Buy
9,588
+1,839
+24% +$588K 0.61% 28
2020
Q2 		$1.96M Buy
7,749
+1,997
+35% +$359K 0.29% 72
2020
Q1 		$840K Buy
5,752
+5,280
+1,119% +$521K 0.17% 129
2019
Q4 		$32K Buy
472
+405
+604% +$27.9K 0.01% 958
2019
Q3 		$5K Buy
67
+30
+81% +$2.7K ﹤0.01% 1514
2019
Q2 		$3K Buy
+37
New +$3.04K ﹤0.01% 1640

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Flagship Harbor Advisors's ZM Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 583 shares — an estimated $50.3K sold.

Flagship Harbor Advisors first reported a position in ZM in Q2 2019 and held it in 27 quarters. The position peaked at $4.51M in Q3 2020. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 583 Zoom shares in Q1 2026, an estimated $50.3K.
  • Flagship Harbor Advisors first reported a position in Zoom in Q2 2019 and held it in 27 quarters.
  • Flagship Harbor Advisors's Zoom position peaked at $4.51M in Q3 2020.
  • 820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.