Lido Advisors
ZM icon

Lido Advisors’s Zoom ZM Stock Holding History

Lido 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
Q3 		$585K Buy
6,446
+587
+10% +$55.9K ﹤0.01% 1385
2026
Q2 		$506K Buy
+5,859
New +$554K ﹤0.01% 1468
2023
Q1 		– Sell
-8,550
Closed -$579K – 1265
2022
Q4 		$579K Buy
8,550
+5,084
+147% +$386K 0.01% 544
2022
Q3 		$254K Sell
3,466
-53
-2% -$5.05K ﹤0.01% 820
2022
Q2 		$380K Sell
3,519
-50
-1% -$5.27K 0.01% 632
2022
Q1 		$418K Sell
3,569
-1,509
-30% -$205K ﹤0.01% 660
2021
Q4 		$933K Buy
5,078
+553
+12% +$130K 0.01% 435
2021
Q3 		$1.18M Sell
4,525
-684
-13% -$231K 0.02% 366
2021
Q2 		$2.02M Buy
5,209
+3,352
+181% +$1.12M 0.03% 259
2021
Q1 		$597K Sell
1,857
-811
-30% -$298K 0.01% 458
2020
Q4 		$899K Buy
2,668
+1,329
+99% +$593K 0.02% 335
2020
Q3 		$629K Sell
1,339
-1,520
-53% -$486K 0.02% 337
2020
Q2 		$725K Buy
+2,859
New +$514K 0.02% 289

Other funds holding ZM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Lido Advisors's ZM Position: Q3 2026 in Review

Lido Advisors increased its Zoom (ZM) stake by 10% in Q3 2026, buying an estimated $55.9K and bringing the position to 6,446 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Lido Advisors first reported a position in ZM in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.02M in Q2 2021. 706 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Lido Advisors held 6,446 shares of Zoom worth $585K as of Q3 2026.
  • Lido Advisors bought 587 Zoom shares in Q3 2026, an estimated $55.9K.
  • Zoom made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1385 holding.
  • Lido Advisors first reported a position in Zoom in Q2 2020 and has held it in 13 quarters since.
  • Lido Advisors's Zoom position peaked at $2.02M in Q2 2021.
  • 706 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.