Kestra Advisory Services
ZM icon

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
Q3 		$2.18M Buy
24,013
+3,986
+20% +$380K 0.01% 1402
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% +$9.8K ﹤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% -$100K ﹤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 		$5.28M Buy
+11,211
New +$3.59M 0.1% 234

Other funds holding ZM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Kestra Advisory Services's ZM Position: Q3 2026 in Review

Kestra Advisory Services increased its Zoom (ZM) stake by 20% in Q3 2026, buying an estimated $380K and bringing the position to 24,013 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #1402.

Kestra Advisory Services first reported a position in ZM in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.28M in Q3 2020. 451 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Kestra Advisory Services held 24,013 shares of Zoom worth $2.18M as of Q3 2026.
  • Kestra Advisory Services bought 3,986 Zoom shares in Q3 2026, an estimated $380K.
  • Zoom made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1402 holding.
  • Kestra Advisory Services first reported a position in Zoom in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Zoom position peaked at $5.28M in Q3 2020.
  • 451 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.