KFA
ZM icon

Kelleher Financial Advisors’s Zoom ZM Stock Holding History

Kelleher Financial 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 		$10.6K Buy
123
+78
+173% +$7.37K ﹤0.01% 612
2026
Q1 		$3.56K Buy
45
+25
+125% +$2.09K ﹤0.01% 612
2025
Q4 		$1.73K Sell
20
-25
-56% -$2.1K ﹤0.01% 652
2025
Q3 		$3.71K Buy
+45
New +$3.51K ﹤0.01% 566

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Kelleher Financial Advisors's ZM Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Zoom (ZM) stake by 173% in Q2 2026, buying an estimated $7.37K and bringing the position to 123 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Kelleher Financial Advisors first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Kelleher Financial Advisors held 123 shares of Zoom worth $10.6K as of Q2 2026.
  • Kelleher Financial Advisors bought 78 Zoom shares in Q2 2026, an estimated $7.37K.
  • Zoom made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #612 holding.
  • Kelleher Financial Advisors first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.