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
2023 Q1	–	Sell	-1,000	Closed	-$67.7K	–	1266
2022 Q4	$67.7K	Buy	+1,000	New	+$76K	﹤0.01%	978
2022 Q1	–	Sell	-2,400	Closed	-$441K	–	1107
2021 Q4	$441K	Hold	2,400	–	–	﹤0.01%	660
2021 Q3	$627K	Hold	2,400	–	–	0.01%	516
2021 Q2	$928K	Buy	+2,400	New	+$799K	0.01%	395

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

Lido Advisors's ZM Position: Q2 2026 in Review

Lido Advisors opened a new position in Zoom (ZM) in Q2 2026: 5,859 shares worth $506K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings. This is a return to the name: Lido Advisors previously reported a position in ZM as recently as Q4 2022.

Lido Advisors first reported a position in ZM in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.02M in Q2 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Lido Advisors held 5,859 shares of Zoom worth $506K as of Q2 2026.
Zoom was a new Lido Advisors position in Q2 2026.
Zoom made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1468 holding.
Lido Advisors first reported a position in Zoom in Q2 2020 and has held it in 12 quarters since.
Lido Advisors's Zoom position peaked at $2.02M in Q2 2021.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.