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Liontrust Investment Partners’s Zoom ZM Stock Holding History

Liontrust Investment Partners’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 		$4.09M Buy
+47,350
New +$4.48M 0.06% 133
2020
Q4 		$7.56M Buy
+22,400
New +$9.99M 0.15% 85

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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 $3.38T AUM 44.17% 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

Liontrust Investment Partners's ZM Position: Q2 2026 in Review

Liontrust Investment Partners opened a new position in Zoom (ZM) in Q2 2026: 47,350 shares worth $4.09M. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Liontrust Investment Partners previously reported a position in ZM as recently as Q4 2020.

Liontrust Investment Partners first reported a position in ZM in Q4 2020 and has held it in 2 quarters since. The position peaked at $7.56M in Q4 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Liontrust Investment Partners held 47,350 shares of Zoom worth $4.09M as of Q2 2026.
  • Zoom was a new Liontrust Investment Partners position in Q2 2026.
  • Zoom made up 0.06% of Liontrust Investment Partners's portfolio in Q2 2026, its #133 holding.
  • Liontrust Investment Partners first reported a position in Zoom in Q4 2020 and has held it in 2 quarters since.
  • Liontrust Investment Partners's Zoom position peaked at $7.56M in Q4 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.