Godfrey Financial Associates’s Zoom ZM Stock Holding History

Godfrey Financial Associates’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	$5.35K	Hold	62	–	–	﹤0.01%	539
2026 Q1	$4.98K	Hold	62	–	–	﹤0.01%	525
2025 Q4	$5.35K	Buy	+62	New	+$5.22K	﹤0.01%	504

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 $3.38T AUM 44.17% 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

Godfrey Financial Associates's ZM Position: Q2 2026 in Review

Godfrey Financial Associates held its Zoom (ZM) position steady in Q2 2026 at 62 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Godfrey Financial Associates first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Godfrey Financial Associates held 62 shares of Zoom worth $5.35K as of Q2 2026.
Godfrey Financial Associates left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #539 holding.
Godfrey Financial Associates first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.