HWM
ZM icon

HB Wealth Management’s Zoom ZM Stock Holding History

HB Wealth Management’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 		$692K Buy
8,014
+1,712
+27% +$162K ﹤0.01% 942
2026
Q1 		$507K Sell
6,302
-1,521
-19% -$127K ﹤0.01% 974
2025
Q4 		$675K Buy
7,823
+3,289
+73% +$277K ﹤0.01% 768
2025
Q3 		$374K Buy
+4,534
New +$354K ﹤0.01% 977
2025
Q2 		– Sell
-3,289
Closed -$243K – 1311
2025
Q1 		$243K Buy
+3,289
New +$262K ﹤0.01% 1052

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

HB Wealth Management's ZM Position: Q2 2026 in Review

HB Wealth Management increased its Zoom (ZM) stake by 27% in Q2 2026, buying an estimated $162K and bringing the position to 8,014 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

HB Wealth Management first reported a position in ZM in Q1 2025 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • HB Wealth Management held 8,014 shares of Zoom worth $692K as of Q2 2026.
  • HB Wealth Management bought 1,712 Zoom shares in Q2 2026, an estimated $162K.
  • Zoom made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #942 holding.
  • HB Wealth Management first reported a position in Zoom in Q1 2025 and has held it in 5 quarters since.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.