Mackenzie Financial
ZM icon

Mackenzie Financial’s Zoom ZM Stock Holding History

Mackenzie Financial’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 		$10.4M Buy
120,164
+49,029
+69% +$4.63M 0.01% 624
2026
Q1 		$5.72M Buy
71,135
+11,806
+20% +$989K 0.01% 633
2025
Q4 		$5.11M Sell
59,329
-4,268
-7% -$359K 0.01% 639
2025
Q3 		$5.25M Sell
63,597
-5,682
-8% -$443K 0.01% 628
2025
Q2 		$5.4M Sell
69,279
-4,599
-6% -$356K 0.01% 591
2025
Q1 		$5.45M Buy
73,878
+2,923
+4% +$233K 0.01% 563
2024
Q4 		$5.79M Buy
70,955
+35,230
+99% +$2.77M 0.01% 551
2024
Q3 		$2.49M Sell
35,725
-53
-0.1% -$3.31K ﹤0.01% 684
2024
Q2 		$2.12M Buy
35,778
+13,595
+61% +$835K ﹤0.01% 717
2024
Q1 		$1.45M Buy
22,183
+2,085
+10% +$139K ﹤0.01% 804
2023
Q4 		$1.45M Sell
20,098
-463
-2% -$30.6K ﹤0.01% 791
2023
Q3 		$1.4M Sell
20,561
-3,086
-13% -$214K ﹤0.01% 779
2023
Q2 		$1.61M Buy
23,647
+6,183
+35% +$413K ﹤0.01% 769
2023
Q1 		$1.29M Sell
17,464
-11,500
-40% -$829K ﹤0.01% 813
2022
Q4 		$1.96M Sell
28,964
-13,931
-32% -$1.06M ﹤0.01% 681
2022
Q3 		$3.16M Sell
42,895
-7,789
-15% -$742K 0.01% 601
2022
Q2 		$5.47M Sell
50,684
-767
-1% -$80.9K 0.01% 525
2022
Q1 		$6.03M Sell
51,451
-7,643
-13% -$1.04M 0.01% 544
2021
Q4 		$10.9M Buy
59,094
+10,327
+21% +$2.43M 0.01% 463
2021
Q3 		$12.8M Buy
48,767
+2,333
+5% +$787K 0.02% 421
2021
Q2 		$18M Buy
46,434
+13,776
+42% +$4.59M 0.03% 358
2021
Q1 		$10.5M Buy
32,658
+8,916
+38% +$3.28M 0.02% 414
2020
Q4 		$8.01M Buy
23,742
+9,085
+62% +$4.05M 0.02% 375
2020
Q3 		$6.89M Buy
14,657
+12,338
+532% +$3.95M 0.02% 356
2020
Q2 		$588K Buy
+2,319
New +$417K ﹤0.01% 767

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.37T AUM 44.26% 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

Mackenzie Financial's ZM Position: Q2 2026 in Review

Mackenzie Financial increased its Zoom (ZM) stake by 69% in Q2 2026, buying an estimated $4.63M and bringing the position to 120,164 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #624.

Mackenzie Financial first reported a position in ZM in Q2 2020 and has held it in 25 quarters since. The position peaked at $18M in Q2 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Mackenzie Financial held 120,164 shares of Zoom worth $10.4M as of Q2 2026.
  • Mackenzie Financial bought 49,029 Zoom shares in Q2 2026, an estimated $4.63M.
  • Zoom made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #624 holding.
  • Mackenzie Financial first reported a position in Zoom in Q2 2020 and has held it in 25 quarters since.
  • Mackenzie Financial's Zoom position peaked at $18M in Q2 2021.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.