Key Financial Inc’s Zoom ZM Stock Holding History

Key Financial Inc’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	$3.45K	Hold	40	–	–	﹤0.01%	1080
2026 Q1	$3.22K	Hold	40	–	–	﹤0.01%	1110
2025 Q4	$3.45K	Hold	40	–	–	﹤0.01%	1103
2025 Q3	$3.25K	Hold	40	–	–	﹤0.01%	1126
2025 Q2	$3.12K	Hold	40	–	–	﹤0.01%	1121
2025 Q1	$2.95K	Hold	40	–	–	﹤0.01%	1100
2024 Q4	$3.26K	Hold	40	–	–	﹤0.01%	1077
2024 Q3	$2.79K	Hold	40	–	–	﹤0.01%	1074
2024 Q2	$2.37K	Hold	40	–	–	﹤0.01%	1084
2024 Q1	$2.62K	Hold	40	–	–	﹤0.01%	1062
2023 Q4	$2.88K	Hold	40	–	–	﹤0.01%	1053
2023 Q3	$2.8K	Hold	40	–	–	﹤0.01%	1064
2023 Q2	$2.71K	Hold	40	–	–	﹤0.01%	1124
2023 Q1	$2.95K	Hold	40	–	–	﹤0.01%	894
2022 Q4	$2.94K	Hold	40	–	–	﹤0.01%	887
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	917
2022 Q2	$4K	Sell	40 -50	-56%	-$5.27K	﹤0.01%	861
2022 Q1	$11K	Sell	90 -100	-53%	-$13.6K	0.01%	622
2021 Q4	$35K	Buy	190 +180	+1,800%	+$42.3K	0.02%	401
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	783
2021 Q2	$4K	Hold	10	–	–	﹤0.01%	723
2021 Q1	$3K	Buy	+10	New	+$3.68K	﹤0.01%	667

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Key Financial Inc's ZM Position: Q2 2026 in Review

Key Financial Inc held its Zoom (ZM) position steady in Q2 2026 at 40 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Key Financial Inc first reported a position in ZM in Q1 2021 and has held it in 22 quarters since. The position peaked at $35K in Q4 2021. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Key Financial Inc held 40 shares of Zoom worth $3.45K as of Q2 2026.
Key Financial Inc left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1080 holding.
Key Financial Inc first reported a position in Zoom in Q1 2021 and has held it in 22 quarters since.
Key Financial Inc's Zoom position peaked at $35K in Q4 2021.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.