GenTrust’s Zoom ZM Stock Holding History

GenTrust’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	–	Sell	-4,599	Closed	-$370K	–	304
2026 Q1	$370K	Sell	4,599 -2,798	-38%	-$234K	0.02%	175
2025 Q4	$638K	Buy	7,397 +4,967	+204%	+$418K	0.03%	147
2025 Q3	$200K	Buy	+2,430	New	+$190K	0.01%	206
2020 Q4	–	Sell	-20,000	Closed	-$8.92M	–	186
2020 Q3	$9.4M	Buy	+20,000	New	+$6.4M	0.86%	28

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

GenTrust's ZM Position: Q2 2026 in Review

GenTrust sold out of Zoom (ZM) in Q2 2026, closing a stake of 4,599 shares — an estimated $370K sold.

GenTrust first reported a position in ZM in Q3 2020 and held it in 4 quarters. The position peaked at $9.4M in Q3 2020. 867 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

GenTrust reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
GenTrust sold 4,599 Zoom shares in Q2 2026, an estimated $370K.
GenTrust first reported a position in Zoom in Q3 2020 and held it in 4 quarters.
GenTrust's Zoom position peaked at $9.4M in Q3 2020.
867 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.