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Halbert Hargrove Global Advisors’s Zoom ZM Stock Holding History

Halbert Hargrove Global Advisors’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 		$208 Buy
+2
New +$189 ﹤0.01% 652
2025
Q4 		– Sell
-29
Closed -$2.39K – 757
2025
Q3 		$2.39K Buy
+29
New +$2.26K ﹤0.01% 529

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

Halbert Hargrove Global Advisors's ZM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Zoom (ZM) in Q2 2026: 2 shares worth $208. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in ZM as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in ZM in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.39K in Q3 2025. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of Zoom worth $208 as of Q2 2026.
  • Zoom was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Zoom made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #652 holding.
  • Halbert Hargrove Global Advisors first reported a position in Zoom in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Zoom position peaked at $2.39K in Q3 2025.
  • 869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.