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Focus Partners Advisor Solutions’s Zoom ZM Stock Holding History

Focus Partners Advisor Solutions’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 		$1.52M Sell
17,629
-5,914
-25% -$559K 0.01% 428
2026
Q1 		$1.89M Sell
23,543
-19,159
-45% -$1.6M 0.02% 367
2025
Q4 		$3.68M Buy
42,702
+13,316
+45% +$1.12M 0.05% 201
2025
Q3 		$2.44M Buy
29,386
+18,126
+161% +$1.41M 0.03% 295
2025
Q2 		$878K Buy
11,260
+4,908
+77% +$379K 0.01% 484
2025
Q1 		$469K Buy
6,352
+2,984
+89% +$238K 0.01% 603
2024
Q4 		$275K Buy
+3,368
New +$265K ﹤0.01% 633

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

Focus Partners Advisor Solutions's ZM Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Zoom (ZM) stake by 25% in Q2 2026, selling an estimated $559K and leaving 17,629 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #428.

Focus Partners Advisor Solutions first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Focus Partners Advisor Solutions held 17,629 shares of Zoom worth $1.52M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 5,914 Zoom shares in Q2 2026, an estimated $559K.
  • Zoom made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #428 holding.
  • Focus Partners Advisor Solutions first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Advisor Solutions's Zoom position peaked at $3.68M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.