MCM
ZM icon

MAI Capital Management’s Zoom ZM Stock Holding History

MAI Capital Management’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
Q1 		$167K Buy
2,081
+1,396
+204% +$117K ﹤0.01% 1555
2025
Q4 		$59.1K Buy
685
+106
+18% +$8.92K ﹤0.01% 1917
2025
Q3 		$47.8K Buy
579
+149
+35% +$11.6K ﹤0.01% 1955
2025
Q2 		$33.6K Sell
430
-2,305
-84% -$178K ﹤0.01% 2085
2025
Q1 		$202K Hold
2,735
– – ﹤0.01% 1116
2024
Q4 		$223K Buy
+2,735
New +$215K ﹤0.01% 1099
2024
Q1 		– Sell
-3,145
Closed -$226K – 1265
2023
Q4 		$226K Buy
+3,145
New +$208K ﹤0.01% 981
2023
Q2 		– Sell
-2,917
Closed -$215K – 1130
2023
Q1 		$215K Sell
2,917
-91
-3% -$6.56K ﹤0.01% 923
2022
Q4 		$204K Buy
3,008
+77
+3% +$5.85K ﹤0.01% 904
2022
Q3 		$216K Buy
+2,931
New +$279K ﹤0.01% 801
2020
Q4 		– Sell
-6,050
Closed -$2.84M – 702
2020
Q3 		$2.84M Hold
6,050
– – 0.08% 153
2020
Q2 		$1.53M Buy
+6,050
New +$1.09M 0.05% 201

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

MAI Capital Management's ZM Position: Q1 2026 in Review

MAI Capital Management increased its Zoom (ZM) stake by 204% in Q1 2026, buying an estimated $117K and bringing the position to 2,081 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

MAI Capital Management first reported a position in ZM in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.84M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • MAI Capital Management held 2,081 shares of Zoom worth $167K as of Q1 2026.
  • MAI Capital Management bought 1,396 Zoom shares in Q1 2026, an estimated $117K.
  • Zoom made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1555 holding.
  • MAI Capital Management first reported a position in Zoom in Q2 2020 and has held it in 12 quarters since.
  • MAI Capital Management's Zoom position peaked at $2.84M in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.