KAS
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Kestra Advisory Services’s Zoom ZM Stock Holding History

Kestra 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
Q1 		$450K Sell
5,599
-329
-6% -$27.6K ﹤0.01% 2302
2025
Q4 		$512K Buy
5,928
+116
+2% +$9.76K ﹤0.01% 2122
2025
Q3 		$479K Sell
5,812
-1,406
-19% -$110K ﹤0.01% 2096
2025
Q2 		$563K Buy
7,218
+1,311
+22% +$101K ﹤0.01% 1881
2025
Q1 		$436K Sell
5,907
-260
-4% -$20.7K ﹤0.01% 1903
2024
Q4 		$503K Sell
6,167
-2,095
-25% -$165K ﹤0.01% 1870
2024
Q3 		$576K Sell
8,262
-990
-11% -$61.9K ﹤0.01% 1683
2024
Q2 		$548K Sell
9,252
-4,258
-32% -$262K ﹤0.01% 1720
2024
Q1 		$883K Sell
13,510
-1,016
-7% -$67.7K 0.01% 1316
2023
Q4 		$1.04M Buy
14,526
+6,627
+84% +$438K 0.01% 1097
2023
Q3 		$552K Buy
7,899
+3,710
+89% +$258K 0.01% 1316
2023
Q2 		$284K Sell
4,189
-375
-8% -$25.1K ﹤0.01% 1659
2023
Q1 		$337K Sell
4,564
-1,386
-23% -$99.9K ﹤0.01% 1496
2022
Q4 		$403K Sell
5,950
-1,038
-15% -$78.8K ﹤0.01% 1538
2022
Q3 		$514K Sell
6,988
-1,728
-20% -$165K 0.01% 1299
2022
Q2 		$941K Buy
8,716
+460
+6% +$48.5K 0.01% 1002
2022
Q1 		$968K Buy
8,256
+214
+3% +$29.1K 0.01% 981
2021
Q4 		$1.48M Sell
8,042
-227
-3% -$53.4K 0.02% 815
2021
Q3 		$2.16M Sell
8,269
-2,196
-21% -$740K 0.02% 673
2021
Q2 		$4.05M Sell
10,465
-3,037
-22% -$1.01M 0.05% 413
2021
Q1 		$4.34M Buy
13,502
+254
+2% +$93.5K 0.06% 364
2020
Q4 		$4.68M Buy
13,248
+2,037
+18% +$908K 0.05% 355
2020
Q3 		$5.29M Buy
+11,211
New +$3.59M 0.1% 234

Other funds holding ZM

BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kestra Advisory Services's ZM Position: Q1 2026 in Review

Kestra Advisory Services reduced its Zoom (ZM) stake by 5.5% in Q1 2026, selling an estimated $27.6K and leaving 5,599 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Kestra Advisory Services first reported a position in ZM in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.29M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Kestra Advisory Services held 5,599 shares of Zoom worth $450K as of Q1 2026.
  • Kestra Advisory Services sold 329 Zoom shares in Q1 2026, an estimated $27.6K.
  • Zoom made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2302 holding.
  • Kestra Advisory Services first reported a position in Zoom in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Zoom position peaked at $5.29M in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.