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Kestra Private Wealth Services’s Zoom ZM Stock Holding History

Kestra Private Wealth 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 		$275K Sell
3,190
-1,544
-33% -$146K ﹤0.01% 1538
2026
Q1 		$381K Sell
4,734
-6,751
-59% -$565K ﹤0.01% 1342
2025
Q4 		$991K Buy
11,485
+8,458
+279% +$712K 0.01% 811
2025
Q3 		$250K Sell
3,027
-1,526
-34% -$119K ﹤0.01% 1458
2025
Q2 		$355K Buy
4,553
+375
+9% +$29K 0.01% 1192
2025
Q1 		$308K Buy
+4,178
New +$333K 0.01% 1188
2024
Q1 		– Sell
-10,947
Closed -$787K – 1363
2023
Q4 		$787K Buy
+10,947
New +$724K 0.02% 587
2022
Q3 		– Sell
-1,999
Closed -$216K – 972
2022
Q2 		$216K Sell
1,999
-270
-12% -$28.5K 0.01% 769
2022
Q1 		$266K Buy
2,269
+496
+28% +$67.5K 0.01% 783
2021
Q4 		$326K Buy
1,773
+121
+7% +$28.5K 0.02% 740
2021
Q3 		$432K Sell
1,652
-348
-17% -$117K 0.02% 581
2021
Q2 		$774K Sell
2,000
-827
-29% -$275K 0.05% 404
2021
Q1 		$908K Buy
2,827
+309
+12% +$114K 0.06% 311
2020
Q4 		$890K Sell
2,518
-23
-0.9% -$10.3K 0.07% 302
2020
Q3 		$1.22M Buy
+2,541
New +$813K 0.11% 206

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 Private Wealth Services's ZM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Zoom (ZM) stake by 33% in Q2 2026, selling an estimated $146K and leaving 3,190 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Kestra Private Wealth Services first reported a position in ZM in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Kestra Private Wealth Services held 3,190 shares of Zoom worth $275K as of Q2 2026.
  • Kestra Private Wealth Services sold 1,544 Zoom shares in Q2 2026, an estimated $146K.
  • Zoom made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1538 holding.
  • Kestra Private Wealth Services first reported a position in Zoom in Q3 2020 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Zoom position peaked at $1.22M in Q3 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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