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Guggenheim Capital’s Zoom ZM Stock Holding History

Guggenheim Capital’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 		$729K Sell
8,447
-693
-8% -$65.5K ﹤0.01% 1141
2026
Q1 		$735K Sell
9,140
-417
-4% -$34.9K 0.01% 1086
2025
Q4 		$825K Sell
9,557
-2,661
-22% -$224K 0.01% 1036
2025
Q3 		$1.01M Buy
12,218
+3,794
+45% +$296K 0.01% 916
2025
Q2 		$657K Buy
8,424
+1,975
+31% +$153K 0.01% 1053
2025
Q1 		$476K Sell
6,449
-560
-8% -$44.6K ﹤0.01% 1222
2024
Q4 		$572K Sell
7,009
-8,240
-54% -$648K ﹤0.01% 1210
2024
Q3 		$1.06M Sell
15,249
-40,179
-72% -$2.51M 0.01% 1066
2024
Q2 		$3.28M Buy
55,428
+25,705
+86% +$1.58M 0.02% 656
2024
Q1 		$1.94M Buy
29,723
+19,079
+179% +$1.27M 0.01% 892
2023
Q4 		$765K Sell
10,644
-76,514
-88% -$5.06M 0.01% 1280
2023
Q3 		$6.1M Buy
87,158
+20,385
+31% +$1.41M 0.05% 427
2023
Q2 		$4.53M Buy
66,773
+8,570
+15% +$573K 0.04% 557
2023
Q1 		$4.3M Buy
58,203
+3,744
+7% +$270K 0.04% 569
2022
Q4 		$3.69M Sell
54,459
-7,378
-12% -$560K 0.03% 630
2022
Q3 		$4.55M Buy
61,837
+1,601
+3% +$152K 0.04% 539
2022
Q2 		$6.5M Sell
60,236
-1,238
-2% -$131K 0.05% 441
2022
Q1 		$7.21M Sell
61,474
-13,070
-18% -$1.78M 0.04% 516
2021
Q4 		$13.7M Buy
74,544
+11,737
+19% +$2.76M 0.07% 314
2021
Q3 		$16.4M Buy
62,807
+4,046
+7% +$1.36M 0.1% 226
2021
Q2 		$22.7M Buy
58,761
+16,092
+38% +$5.36M 0.13% 159
2021
Q1 		$13.7M Sell
42,669
-5,053
-11% -$1.86M 0.09% 267
2020
Q4 		$16.1M Buy
47,722
+9,932
+26% +$4.43M 0.1% 196
2020
Q3 		$17.8M Buy
37,790
+644
+2% +$206K 0.13% 132
2020
Q2 		$9.42M Buy
37,146
+32,376
+679% +$5.83M 0.07% 281
2020
Q1 		$697K Sell
4,770
-2,773
-37% -$274K 0.01% 1254
2019
Q4 		$513K Buy
+7,543
New +$519K ﹤0.01% 1583

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 $3.38T AUM 44.17% 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

Guggenheim Capital's ZM Position: Q2 2026 in Review

Guggenheim Capital reduced its Zoom (ZM) stake by 7.6% in Q2 2026, selling an estimated $65.5K and leaving 8,447 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Guggenheim Capital first reported a position in ZM in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.7M in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Guggenheim Capital held 8,447 shares of Zoom worth $729K as of Q2 2026.
  • Guggenheim Capital sold 693 Zoom shares in Q2 2026, an estimated $65.5K.
  • Zoom made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1141 holding.
  • Guggenheim Capital first reported a position in Zoom in Q4 2019 and has held it in 27 quarters since.
  • Guggenheim Capital's Zoom position peaked at $22.7M in Q2 2021.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.