Heritage Wealth Advisors’s Zoom ZM Stock Holding History

Heritage Wealth 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 Q1	–	Sell	-300	Closed	-$25.9K	–	702
2025 Q4	$25.9K	Hold	300	–	–	﹤0.01%	383
2025 Q3	$24.8K	Hold	300	–	–	﹤0.01%	358
2025 Q2	$23.4K	Hold	300	–	–	﹤0.01%	358
2025 Q1	$22.1K	Hold	300	–	–	﹤0.01%	362
2024 Q4	$24.5K	Hold	300	–	–	﹤0.01%	371
2024 Q3	$20.9K	Hold	300	–	–	﹤0.01%	393
2024 Q2	$17.8K	Hold	300	–	–	﹤0.01%	384
2024 Q1	$19.6K	Hold	300	–	–	﹤0.01%	397
2023 Q4	$21.6K	Hold	300	–	–	﹤0.01%	406
2023 Q3	$21K	Hold	300	–	–	﹤0.01%	376
2023 Q2	$20.4K	Hold	300	–	–	﹤0.01%	400
2023 Q1	$22.2K	Buy	+300	New	+$21.6K	﹤0.01%	394
2021 Q2	–	Sell	-5	Closed	-$1.61K	–	591
2021 Q1	$1.61K	Buy	+5	New	+$1.84K	﹤0.01%	525

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Heritage Wealth Advisors's ZM Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 300 shares — an estimated $25.9K sold.

Heritage Wealth Advisors first reported a position in ZM in Q1 2021 and held it in 13 quarters. The position peaked at $25.9K in Q4 2025. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Heritage Wealth Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 300 Zoom shares in Q1 2026, an estimated $25.9K.
Heritage Wealth Advisors first reported a position in Zoom in Q1 2021 and held it in 13 quarters.
Heritage Wealth Advisors's Zoom position peaked at $25.9K in Q4 2025.
820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.