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 Q2	$1.36M	Buy	15,795 +13,714	+659%	+$1.3M	0.01%	846
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 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

MAI Capital Management's ZM Position: Q2 2026 in Review

MAI Capital Management increased its Zoom (ZM) stake by 659% in Q2 2026, buying an estimated $1.3M and bringing the position to 15,795 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #846.

MAI Capital Management first reported a position in ZM in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.84M in Q3 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

MAI Capital Management held 15,795 shares of Zoom worth $1.36M as of Q2 2026.
MAI Capital Management bought 13,714 Zoom shares in Q2 2026, an estimated $1.3M.
Zoom made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #846 holding.
MAI Capital Management first reported a position in Zoom in Q2 2020 and has held it in 13 quarters since.
MAI Capital Management's Zoom position peaked at $2.84M in Q3 2020.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.