KIM
ZM icon

Kestra Investment Management’s Zoom ZM Stock Holding History

Kestra Investment Management’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 		$910K Buy
11,318
+1,784
+19% +$149K 0.02% 227
2025
Q4 		$823K Buy
9,534
+409
+4% +$34.4K 0.02% 221
2025
Q3 		$753K Buy
9,125
+527
+6% +$41.1K 0.02% 224
2025
Q2 		$670K Buy
8,598
+8,591
+122,729% +$664K 0.01% 336
2025
Q1 		$517 Sell
7
-28
-80% -$2.23K ﹤0.01% 879
2024
Q4 		$2.86K Buy
+35
New +$2.75K ﹤0.01% 990

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 Investment Management's ZM Position: Q1 2026 in Review

Kestra Investment Management increased its Zoom (ZM) stake by 19% in Q1 2026, buying an estimated $149K and bringing the position to 11,318 shares worth $910K. The position accounts for 0.02% of the portfolio, ranked #227.

Kestra Investment Management first reported a position in ZM in Q4 2024 and has held it in 6 quarters since. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Kestra Investment Management held 11,318 shares of Zoom worth $910K as of Q1 2026.
  • Kestra Investment Management bought 1,784 Zoom shares in Q1 2026, an estimated $149K.
  • Zoom made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #227 holding.
  • Kestra Investment Management first reported a position in Zoom in Q4 2024 and has held it in 6 quarters since.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.