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
Q2 		$1.73M Buy
20,027
+14,428
+258% +$1.36M 0.01% 1448
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 $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

Kestra Advisory Services's ZM Position: Q2 2026 in Review

Kestra Advisory Services increased its Zoom (ZM) stake by 258% in Q2 2026, buying an estimated $1.36M and bringing the position to 20,027 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #1448.

Kestra Advisory Services first reported a position in ZM in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.29M in Q3 2020. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Kestra Advisory Services held 20,027 shares of Zoom worth $1.73M as of Q2 2026.
  • Kestra Advisory Services bought 14,428 Zoom shares in Q2 2026, an estimated $1.36M.
  • Zoom made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1448 holding.
  • Kestra Advisory Services first reported a position in Zoom in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Zoom position peaked at $5.29M in Q3 2020.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.