Graetz Wealth’s Zoom ZM Stock Holding History

Graetz 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	$237K	Sell	2,740 -598	-18%	-$56.5K	0.19%	80
2026 Q1	$268K	Buy	3,338 +427	+15%	+$35.8K	0.24%	58
2025 Q4	$251K	Buy	+2,911	New	+$245K	0.23%	58

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

Graetz Wealth's ZM Position: Q2 2026 in Review

Graetz Wealth reduced its Zoom (ZM) stake by 18% in Q2 2026, selling an estimated $56.5K and leaving 2,740 shares worth $237K. The position accounts for 0.19% of the portfolio, ranked #80.

Graetz Wealth first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $268K in Q1 2026. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Graetz Wealth held 2,740 shares of Zoom worth $237K as of Q2 2026.
Graetz Wealth sold 598 Zoom shares in Q2 2026, an estimated $56.5K.
Zoom made up 0.19% of Graetz Wealth's portfolio in Q2 2026, its #80 holding.
Graetz Wealth first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
Graetz Wealth's Zoom position peaked at $268K in Q1 2026.
863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.