KF
ZM icon

Krilogy Financial’s Zoom ZM Stock Holding History

Krilogy 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 		$904K Sell
10,478
-2,003
-16% -$189K 0.03% 429
2026
Q1 		$1.08M Sell
12,481
-14,151
-53% -$1.19M 0.03% 346
2025
Q4 		$2.54M Buy
26,632
+3,147
+13% +$265K 0.09% 184
2025
Q3 		$1.96M Buy
+23,485
New +$1.83M 0.07% 199

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

Krilogy Financial's ZM Position: Q2 2026 in Review

Krilogy Financial reduced its Zoom (ZM) stake by 16% in Q2 2026, selling an estimated $189K and leaving 10,478 shares worth $904K. The position accounts for 0.03% of the portfolio, ranked #429.

Krilogy Financial first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.54M in Q4 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Krilogy Financial held 10,478 shares of Zoom worth $904K as of Q2 2026.
  • Krilogy Financial sold 2,003 Zoom shares in Q2 2026, an estimated $189K.
  • Zoom made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #429 holding.
  • Krilogy Financial first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Zoom position peaked at $2.54M in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.