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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
2021
Q1 		– Sell
-20,000
Closed -$6.75M – 209
2020
Q4 		$6.75M Buy
+20,000
New +$8.92M 0.59% 34

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

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.