JWA
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JFS Wealth Advisors’s Zoom ZM Stock Holding History

JFS 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
Q2 		$13.3K Buy
154
+4
+3% +$378 ﹤0.01% 890
2026
Q1 		$12.1K Sell
150
-11
-7% -$921 ﹤0.01% 877
2025
Q4 		$13.9K Sell
161
-3
-2% -$253 ﹤0.01% 865
2025
Q3 		$13.5K Sell
164
-7
-4% -$546 ﹤0.01% 802
2025
Q2 		$13.3K Sell
171
-32
-16% -$2.47K ﹤0.01% 773
2025
Q1 		$15K Buy
203
+13
+7% +$1.04K ﹤0.01% 748
2024
Q4 		$15.5K Buy
190
+4
+2% +$314 ﹤0.01% 713
2024
Q3 		$13K Buy
186
+23
+14% +$1.44K ﹤0.01% 765
2024
Q2 		$9.65K Buy
163
+60
+58% +$3.69K ﹤0.01% 806
2024
Q1 		$6.73K Hold
103
– – ﹤0.01% 975
2023
Q4 		$7.41K Sell
103
-15
-13% -$992 ﹤0.01% 894
2023
Q3 		$8.25K Buy
118
+2
+2% +$139 ﹤0.01% 791
2023
Q2 		$7.88K Buy
116
+2
+2% +$134 ﹤0.01% 806
2023
Q1 		$8.42K Buy
114
+2
+2% +$144 ﹤0.01% 779
2022
Q4 		$7.59K Sell
112
-176
-61% -$13.4K ﹤0.01% 818
2022
Q3 		$21K Sell
288
-44
-13% -$4.19K ﹤0.01% 564
2022
Q2 		$36K Buy
332
+38
+13% +$4.01K ﹤0.01% 462
2022
Q1 		$34K Buy
294
+75
+34% +$10.2K ﹤0.01% 501
2021
Q4 		$40K Buy
219
+9
+4% +$2.12K ﹤0.01% 457
2021
Q3 		$55K Buy
210
+127
+153% +$42.8K 0.01% 407
2021
Q2 		$32K Hold
83
– – ﹤0.01% 320
2021
Q1 		$27K Sell
83
-11
-12% -$4.05K 0.01% 315
2020
Q4 		$32K Buy
94
+8
+9% +$3.57K 0.01% 285
2020
Q3 		$40K Sell
86
-4
-4% -$1.28K 0.01% 257
2020
Q2 		$23K Buy
90
+60
+200% +$10.8K 0.01% 294
2020
Q1 		$4K Buy
+30
New +$2.96K ﹤0.01% 411

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

JFS Wealth Advisors's ZM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Zoom (ZM) stake by 2.7% in Q2 2026, buying an estimated $378 and bringing the position to 154 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

JFS Wealth Advisors first reported a position in ZM in Q1 2020 and has held it in 26 quarters since. The position peaked at $55K in Q3 2021. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • JFS Wealth Advisors held 154 shares of Zoom worth $13.3K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Zoom shares in Q2 2026, an estimated $378.
  • Zoom made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #890 holding.
  • JFS Wealth Advisors first reported a position in Zoom in Q1 2020 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Zoom position peaked at $55K in Q3 2021.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.