Legacy Financial Advisors’s Zoom ZM Stock Holding History

Legacy Financial Advisors’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	$485K	Sell	5,623 -51	-0.9%	-$4.82K	0.06%	248
2026 Q1	$456K	Sell	5,674 -2,701	-32%	-$226K	0.06%	249
2025 Q4	$723K	Buy	8,375 +3,313	+65%	+$279K	0.1%	171
2025 Q3	$418K	Buy	5,062 +1,062	+27%	+$82.9K	0.06%	255
2025 Q2	$312K	Hold	4,000	–	–	0.05%	268
2025 Q1	$295K	Hold	4,000	–	–	0.05%	275
2024 Q4	$326K	Hold	4,000	–	–	0.05%	260
2024 Q3	$279K	Hold	4,000	–	–	0.05%	286
2024 Q2	$237K	Hold	4,000	–	–	0.04%	297
2024 Q1	$261K	Hold	4,000	–	–	0.05%	272
2023 Q4	$288K	Buy	+4,000	New	+$265K	0.06%	237
2022 Q2	–	Sell	-5,000	Closed	-$586K	–	260
2022 Q1	$586K	Buy	+5,000	New	+$680K	0.13%	85

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 $3.38T AUM 44.17% 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

Legacy Financial Advisors's ZM Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Zoom (ZM) stake by 0.9% in Q2 2026, selling an estimated $4.82K and leaving 5,623 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #248.

Legacy Financial Advisors first reported a position in ZM in Q1 2022 and has held it in 12 quarters since. The position peaked at $723K in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Legacy Financial Advisors held 5,623 shares of Zoom worth $485K as of Q2 2026.
Legacy Financial Advisors sold 51 Zoom shares in Q2 2026, an estimated $4.82K.
Zoom made up 0.06% of Legacy Financial Advisors's portfolio in Q2 2026, its #248 holding.
Legacy Financial Advisors first reported a position in Zoom in Q1 2022 and has held it in 12 quarters since.
Legacy Financial Advisors's Zoom position peaked at $723K in Q4 2025.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.