HBCM
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Heron Bay Capital Management’s Zoom ZM Stock Holding History

Heron Bay Capital 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 		– Sell
-36,838
Closed -$2.96M – 109
2026
Q1 		$2.96M Buy
36,838
+9,642
+35% +$808K 0.27% 44
2025
Q4 		$2.35M Sell
27,196
-32
-0.1% -$2.69K 0.45% 42
2025
Q3 		$2.25M Sell
27,228
-294
-1% -$22.9K 0.42% 44
2025
Q2 		$2.15M Sell
27,522
-7
-0% -$541 0.42% 44
2025
Q1 		$2.03M Buy
27,529
+1,006
+4% +$80.2K 0.43% 48
2024
Q4 		$2.16M Buy
26,523
+248
+0.9% +$19.5K 0.45% 45
2024
Q3 		$1.83M Buy
26,275
+1,027
+4% +$64.2K 0.39% 44
2024
Q2 		$1.49M Buy
+25,248
New +$1.55M 0.32% 45

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

Heron Bay Capital Management's ZM Position: Q2 2026 in Review

Heron Bay Capital Management sold out of Zoom (ZM) in Q2 2026, closing a stake of 36,838 shares — an estimated $2.96M sold.

Heron Bay Capital Management first reported a position in ZM in Q2 2024 and held it in 8 quarters. The position peaked at $2.96M in Q1 2026. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Heron Bay Capital Management reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • Heron Bay Capital Management sold 36,838 Zoom shares in Q2 2026, an estimated $2.96M.
  • Heron Bay Capital Management first reported a position in Zoom in Q2 2024 and held it in 8 quarters.
  • Heron Bay Capital Management's Zoom position peaked at $2.96M in Q1 2026.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.