Highline Wealth Partners’s Zoom ZM Stock Holding History

Highline Wealth Partners’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	$9.41K	Buy	109 +27	+33%	+$2.55K	﹤0.01%	631
2026 Q1	$6.59K	Buy	82 +80	+4,000%	+$6.7K	﹤0.01%	625
2025 Q4	$173	Hold	2	–	–	﹤0.01%	1052
2025 Q3	$165	Hold	2	–	–	﹤0.01%	1060
2025 Q2	$156	Sell	2 -5	-71%	-$387	﹤0.01%	866
2025 Q1	$516	Buy	+7	New	+$558	﹤0.01%	843
2024 Q4	–	Sell	-179	Closed	-$14.1K	–	667
2024 Q3	$12.5K	Buy	179 +4	+2%	+$250	﹤0.01%	230
2024 Q2	$10.4K	Hold	175	–	–	﹤0.01%	218
2024 Q1	$11.4K	Hold	175	–	–	﹤0.01%	217
2023 Q4	$12.6K	Hold	175	–	–	0.01%	188
2023 Q3	$12.2K	Hold	175	–	–	0.01%	172
2023 Q2	$11.9K	Hold	175	–	–	0.01%	152
2023 Q1	$12.9K	Hold	175	–	–	0.01%	152
2022 Q4	$11.9K	Hold	175	–	–	0.01%	151
2022 Q3	$12.9K	Buy	+175	New	+$16.7K	0.01%	129

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Highline Wealth Partners's ZM Position: Q2 2026 in Review

Highline Wealth Partners increased its Zoom (ZM) stake by 33% in Q2 2026, buying an estimated $2.55K and bringing the position to 109 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Highline Wealth Partners first reported a position in ZM in Q3 2022 and has held it in 15 quarters since. The position peaked at $12.9K in Q1 2023. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Highline Wealth Partners held 109 shares of Zoom worth $9.41K as of Q2 2026.
Highline Wealth Partners bought 27 Zoom shares in Q2 2026, an estimated $2.55K.
Zoom made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #631 holding.
Highline Wealth Partners first reported a position in Zoom in Q3 2022 and has held it in 15 quarters since.
Highline Wealth Partners's Zoom position peaked at $12.9K in Q1 2023.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.