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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
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 $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 Private Wealth Services's ZM Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Zoom (ZM) stake by 59% in Q1 2026, selling an estimated $565K and leaving 4,734 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Kestra Private Wealth Services first reported a position in ZM in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.22M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Kestra Private Wealth Services held 4,734 shares of Zoom worth $381K as of Q1 2026.
  • Kestra Private Wealth Services sold 6,751 Zoom shares in Q1 2026, an estimated $565K.
  • Zoom made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1342 holding.
  • Kestra Private Wealth Services first reported a position in Zoom in Q3 2020 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Zoom position peaked at $1.22M in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.