HighTower Advisors’s Zoom ZM Stock Holding History

HighTower 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
2024 Q3	–	Sell	-100	Closed	-$131	–	4017
2024 Q2	$131	Hold	100	–	–	﹤0.01%	3630
2024 Q1	$388	Buy	+100	New	+$6.67K	﹤0.01%	3554
2022 Q3	–	Sell	-10,000	Closed	-$19K	–	3442
2022 Q2	$19K	Buy	+10,000	New	+$1.05M	﹤0.01%	3005
2020 Q4	–	Sell	-6,000	Closed	-$1.8M	–	2974
2020 Q3	$1.8M	Hold	6,000	–	–	0.01%	926
2020 Q2	$625K	Buy	+6,000	New	+$1.08M	﹤0.01%	1353

Other funds holding ZM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

HighTower Advisors's ZM Position: Q1 2026 in Review

HighTower Advisors increased its Zoom (ZM) stake by 0.13% in Q1 2026, buying an estimated $6.87K and bringing the position to 62,593 shares worth $5.03M. The position accounts for 0.01% of the portfolio, ranked #1190.

HighTower Advisors first reported a position in ZM in Q3 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

HighTower Advisors held 62,593 shares of Zoom worth $5.03M as of Q1 2026.
HighTower Advisors bought 82 Zoom shares in Q1 2026, an estimated $6.87K.
Zoom made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #1190 holding.
HighTower Advisors first reported a position in Zoom in Q3 2019 and has held it in 26 quarters since.
HighTower Advisors's Zoom position peaked at $11.3M in Q2 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.