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Klein Pavlis & Peasley Financial’s Zoom ZM Stock Holding History

Klein Pavlis & Peasley Financial’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 		$1.69M Buy
19,605
+691
+4% +$65.3K 0.88% 38
2026
Q1 		$1.52M Buy
18,914
+1,260
+7% +$106K 0.84% 40
2025
Q4 		$1.52M Buy
17,654
+3,618
+26% +$305K 0.9% 35
2025
Q3 		$1.16M Buy
14,036
+501
+4% +$39.1K 0.71% 40
2025
Q2 		$1.06M Buy
13,535
+123
+0.9% +$9.51K 0.7% 42
2025
Q1 		$993K Buy
13,412
+838
+7% +$66.8K 0.71% 46
2024
Q4 		$1.03M Buy
12,574
+710
+6% +$55.8K 0.83% 46
2024
Q3 		$827K Buy
+11,864
New +$742K 0.66% 58

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 $3.37T AUM 44.26% 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

Klein Pavlis & Peasley Financial's ZM Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Zoom (ZM) stake by 3.7% in Q2 2026, buying an estimated $65.3K and bringing the position to 19,605 shares worth $1.69M. The position accounts for 0.88% of the portfolio, ranked #38.

Klein Pavlis & Peasley Financial first reported a position in ZM in Q3 2024 and has held it in 8 quarters since. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 19,605 shares of Zoom worth $1.69M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 691 Zoom shares in Q2 2026, an estimated $65.3K.
  • Zoom made up 0.88% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #38 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Zoom in Q3 2024 and has held it in 8 quarters since.
  • 869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.