Loring Wolcott & Coolidge Fiduciary Advisors’s Zoom ZM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$1.47K	Hold	17	–	–	﹤0.01%	558
2026 Q1	$1.35K	Hold	17	–	–	﹤0.01%	553
2025 Q4	$1.6K	Hold	17	–	–	﹤0.01%	526
2025 Q3	$1.41K	Hold	17	–	–	﹤0.01%	521
2025 Q2	$1.33K	Hold	17	–	–	﹤0.01%	511
2025 Q1	$1.24K	Hold	17	–	–	﹤0.01%	528
2024 Q4	$1.39K	Hold	17	–	–	﹤0.01%	524
2024 Q3	$1.24K	Hold	17	–	–	﹤0.01%	551
2024 Q2	$1.01K	Hold	17	–	–	﹤0.01%	544
2024 Q1	$1.01K	Hold	17	–	–	﹤0.01%	552
2023 Q4	$1.1K	Hold	17	–	–	﹤0.01%	542
2023 Q3	$1.04K	Hold	17	–	–	﹤0.01%	592
2023 Q2	$1.15K	Sell	17 -163	-91%	-$10.9K	﹤0.01%	616
2023 Q1	$13.3K	Hold	180	–	–	﹤0.01%	500
2022 Q4	$12.2K	Hold	180	–	–	﹤0.01%	491
2022 Q3	$13K	Hold	180	–	–	﹤0.01%	515
2022 Q2	$19K	Hold	180	–	–	﹤0.01%	510
2022 Q1	$21K	Hold	180	–	–	﹤0.01%	514
2021 Q4	$33K	Sell	180 -3	-2%	-$705	﹤0.01%	494
2021 Q3	$48K	Hold	183	–	–	﹤0.01%	463
2021 Q2	$71K	Buy	+183	New	+$60.9K	﹤0.01%	442
2021 Q1	–	Sell	-176	Closed	-$59K	–	728
2020 Q4	$59K	Buy	176 +51	+41%	+$22.7K	﹤0.01%	409
2020 Q3	$59K	Hold	125	–	–	﹤0.01%	380
2020 Q2	$32K	Buy	125 +90	+257%	+$16.2K	﹤0.01%	414
2020 Q1	$5K	Buy	+35	New	+$3.45K	﹤0.01%	591

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ZM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Zoom (ZM) position steady in Q2 2026 at 17 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ZM in Q1 2020 and has held it in 25 quarters since. The position peaked at $71K in Q2 2021. 436 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 17 shares of Zoom worth $1.47K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #558 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Zoom in Q1 2020 and has held it in 25 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Zoom position peaked at $71K in Q2 2021.
436 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.