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IFP Advisors’s Zoom ZM Stock Holding History

IFP 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
Q2 		$179K Buy
2,069
+389
+23% +$36.8K ﹤0.01% 1597
2026
Q1 		$135K Sell
1,680
-1,546
-48% -$129K ﹤0.01% 1635
2025
Q4 		$278K Buy
3,226
+1,825
+130% +$154K 0.01% 1202
2025
Q3 		$116K Buy
1,401
+228
+19% +$17.8K ﹤0.01% 1590
2025
Q2 		$91.5K Buy
1,173
+741
+172% +$57.3K ﹤0.01% 1687
2025
Q1 		$31.9K Sell
432
-321
-43% -$25.6K ﹤0.01% 2088
2024
Q4 		$61.5K Buy
753
+38
+5% +$2.99K ﹤0.01% 1723
2024
Q3 		$49.9K Buy
715
+171
+31% +$10.7K ﹤0.01% 1733
2024
Q2 		$32.2K Buy
544
+84
+18% +$5.16K ﹤0.01% 1863
2024
Q1 		$30.1K Buy
460
+115
+33% +$7.67K ﹤0.01% 1792
2023
Q4 		$24.8K Buy
345
+53
+18% +$3.5K ﹤0.01% 1828
2023
Q3 		$20.4K Sell
292
-241
-45% -$16.7K ﹤0.01% 1938
2023
Q2 		$36.2K Buy
533
+80
+18% +$5.35K ﹤0.01% 1747
2023
Q1 		$28.1K Sell
453
-1,863
-80% -$134K ﹤0.01% 1863
2022
Q4 		$180K Sell
2,316
-2,424
-51% -$184K ﹤0.01% 1406
2022
Q3 		$354K Buy
4,740
+1,073
+29% +$102K 0.01% 1098
2022
Q2 		$278K Hold
3,667
– – 0.01% 1118
2022
Q1 		$278K Buy
3,667
+2,732
+292% +$372K 0.01% 1118
2021
Q4 		$171K Buy
935
+244
+35% +$57.4K ﹤0.01% 1026
2021
Q3 		$186K Buy
691
+212
+44% +$71.5K ﹤0.01% 988
2021
Q2 		$186K Sell
479
-21
-4% -$6.99K ﹤0.01% 938
2021
Q1 		$161K Sell
500
-408
-45% -$150K ﹤0.01% 940
2020
Q4 		$298K Sell
908
-216
-19% -$96.3K 0.01% 664
2020
Q3 		$522K Buy
1,124
+205
+22% +$65.6K 0.03% 421
2020
Q2 		$222K Buy
919
+236
+35% +$42.5K 0.02% 626
2020
Q1 		$96K Buy
683
+343
+101% +$33.8K 0.01% 843
2019
Q4 		$23K Buy
340
+39
+13% +$2.68K ﹤0.01% 1571
2019
Q3 		$23K Buy
+301
New +$27.1K ﹤0.01% 1710

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

IFP Advisors's ZM Position: Q2 2026 in Review

IFP Advisors increased its Zoom (ZM) stake by 23% in Q2 2026, buying an estimated $36.8K and bringing the position to 2,069 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

IFP Advisors first reported a position in ZM in Q3 2019 and has held it in 28 quarters since. The position peaked at $522K in Q3 2020. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • IFP Advisors held 2,069 shares of Zoom worth $179K as of Q2 2026.
  • IFP Advisors bought 389 Zoom shares in Q2 2026, an estimated $36.8K.
  • Zoom made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1597 holding.
  • IFP Advisors first reported a position in Zoom in Q3 2019 and has held it in 28 quarters since.
  • IFP Advisors's Zoom position peaked at $522K in Q3 2020.
  • 869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.