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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
Q2 		$686K Sell
7,949
-3,369
-30% -$318K 0.01% 283
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
+534
+6% +$41.7K 0.02% 224
2025
Q2 		$670K Buy
8,591
+8,584
+122,629% +$664K 0.02% 244
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 $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 $3.38T AUM 44.17% 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 Investment Management's ZM Position: Q2 2026 in Review

Kestra Investment Management reduced its Zoom (ZM) stake by 30% in Q2 2026, selling an estimated $318K and leaving 7,949 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #283.

Kestra Investment Management first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $910K in Q1 2026. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Kestra Investment Management held 7,949 shares of Zoom worth $686K as of Q2 2026.
  • Kestra Investment Management sold 3,369 Zoom shares in Q2 2026, an estimated $318K.
  • Zoom made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #283 holding.
  • Kestra Investment Management first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Zoom position peaked at $910K in Q1 2026.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.