HIA
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Harbor Investment Advisory’s Zoom ZM Stock Holding History

Harbor Investment Advisory’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 		$17.3K Buy
+200
New +$18.9K ﹤0.01% 970
2024
Q3 		– Sell
-52
Closed -$3.08K – 1317
2024
Q2 		$3.08K Buy
52
+4
+8% +$246 ﹤0.01% 1025
2024
Q1 		$3.14K Hold
48
– – ﹤0.01% 1033
2023
Q4 		$3.45K Hold
48
– – ﹤0.01% 990
2023
Q3 		$3.36K Sell
48
-54
-53% -$3.75K ﹤0.01% 973
2023
Q2 		$6.92K Hold
102
– – ﹤0.01% 1077
2023
Q1 		$7.53K Sell
102
-4
-4% -$288 ﹤0.01% 1067
2022
Q4 		$7.18K Hold
106
– – ﹤0.01% 1060
2022
Q3 		$8K Buy
106
+58
+121% +$5.52K ﹤0.01% 1074
2022
Q2 		$5K Hold
48
– – ﹤0.01% 1159
2022
Q1 		$6K Hold
48
– – ﹤0.01% 1156
2021
Q4 		$9K Sell
48
-100
-68% -$23.5K ﹤0.01% 1082
2021
Q3 		$39K Sell
148
-100
-40% -$33.7K 0.01% 807
2021
Q2 		$96K Hold
248
– – 0.01% 519
2021
Q1 		$80K Buy
248
+200
+417% +$73.6K 0.01% 543
2020
Q4 		$16K Sell
48
-1,952
-98% -$870K ﹤0.01% 862
2020
Q3 		$940K Sell
2,000
-1,000
-33% -$320K 0.18% 106
2020
Q2 		$761K Buy
+3,000
New +$540K 0.16% 113

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

Harbor Investment Advisory's ZM Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Zoom (ZM) in Q2 2026: 200 shares worth $17.3K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in ZM as recently as Q2 2024.

Harbor Investment Advisory first reported a position in ZM in Q2 2020 and has held it in 18 quarters since. The position peaked at $940K in Q3 2020. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Harbor Investment Advisory held 200 shares of Zoom worth $17.3K as of Q2 2026.
  • Zoom was a new Harbor Investment Advisory position in Q2 2026.
  • Zoom made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #970 holding.
  • Harbor Investment Advisory first reported a position in Zoom in Q2 2020 and has held it in 18 quarters since.
  • Harbor Investment Advisory's Zoom position peaked at $940K in Q3 2020.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.