Focus Partners Wealth
ZM icon

Focus Partners Wealth’s Zoom ZM Stock Holding History

Focus Partners Wealth’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 		$9.83M Buy
113,930
+1,032
+0.9% +$97.6K 0.01% 725
2026
Q1 		$9.49M Sell
112,898
-33,901
-23% -$2.84M 0.01% 737
2025
Q4 		$12.7M Buy
146,799
+65,364
+80% +$5.5M 0.01% 624
2025
Q3 		$6.72M Buy
81,435
+19,848
+32% +$1.55M 0.01% 669
2025
Q2 		$4.8M Sell
61,587
-33,865
-35% -$2.62M 0.01% 691
2025
Q1 		$7.04M Sell
95,452
-10,812
-10% -$862K 0.02% 542
2024
Q4 		$8.67M Buy
106,264
+26,370
+33% +$2.07M 0.02% 498
2024
Q3 		$5.57M Buy
79,894
+54,986
+221% +$3.44M 0.02% 535
2024
Q2 		$1.47M Buy
24,908
+136
+0.5% +$8.35K 0.01% 711
2024
Q1 		$1.62M Buy
+24,772
New +$1.65M 0.01% 521

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 Wealth's ZM Position: Q2 2026 in Review

Focus Partners Wealth increased its Zoom (ZM) stake by 0.91% in Q2 2026, buying an estimated $97.6K and bringing the position to 113,930 shares worth $9.83M. The position accounts for 0.01% of the portfolio, ranked #725.

Focus Partners Wealth first reported a position in ZM in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.7M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Focus Partners Wealth held 113,930 shares of Zoom worth $9.83M as of Q2 2026.
  • Focus Partners Wealth bought 1,032 Zoom shares in Q2 2026, an estimated $97.6K.
  • Zoom made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #725 holding.
  • Focus Partners Wealth first reported a position in Zoom in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's Zoom position peaked at $12.7M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.