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Keating Financial Advisory Services’s Zoom ZM Stock Holding History

Keating Financial Advisory Services’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 		$117K Sell
1,352
-184
-12% -$17.4K 0.02% 451
2026
Q1 		$123K Buy
1,536
+18
+1% +$1.51K 0.02% 421
2025
Q4 		$131K Buy
+1,518
New +$128K 0.02% 451

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's ZM Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Zoom (ZM) stake by 12% in Q2 2026, selling an estimated $17.4K and leaving 1,352 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #451.

Keating Financial Advisory Services first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $131K in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Keating Financial Advisory Services held 1,352 shares of Zoom worth $117K as of Q2 2026.
  • Keating Financial Advisory Services sold 184 Zoom shares in Q2 2026, an estimated $17.4K.
  • Zoom made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #451 holding.
  • Keating Financial Advisory Services first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Zoom position peaked at $131K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.