Massachusetts Financial Services’s Zoom ZM Stock Holding History

Massachusetts Financial Services’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	$29.9M	Sell	346,956 -27,278	-7%	-$2.58M	0.01%	591
2026 Q1	$30.1M	Sell	374,234 -21,865	-6%	-$1.83M	0.01%	567
2025 Q4	$34.2M	Buy	396,099 +36,255	+10%	+$3.05M	0.01%	550
2025 Q3	$29.7M	Buy	359,844 +103,371	+40%	+$8.06M	0.01%	568
2025 Q2	$20M	Buy	256,473 +107,669	+72%	+$8.32M	0.01%	617
2025 Q1	$11M	Buy	148,804 +45,298	+44%	+$3.61M	﹤0.01%	654
2024 Q4	$8.45M	Buy	+103,506	New	+$8.14M	﹤0.01%	661
2021 Q3	–	Sell	-19,809	Closed	-$7.67M	–	942
2021 Q2	$7.67M	Sell	19,809 -4,248	-18%	-$1.41M	﹤0.01%	682
2021 Q1	$7.73M	Sell	24,057 -2,205	-8%	-$812K	﹤0.01%	674
2020 Q4	$8.86M	Sell	26,262 -2,837	-10%	-$1.26M	﹤0.01%	646
2020 Q3	$13.7M	Buy	+29,099	New	+$9.31M	0.01%	603

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

Massachusetts Financial Services's ZM Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Zoom (ZM) stake by 7.3% in Q2 2026, selling an estimated $2.58M and leaving 346,956 shares worth $29.9M. The position accounts for 0.01% of the portfolio, ranked #591.

Massachusetts Financial Services first reported a position in ZM in Q3 2020 and has held it in 11 quarters since. The position peaked at $34.2M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Massachusetts Financial Services held 346,956 shares of Zoom worth $29.9M as of Q2 2026.
Massachusetts Financial Services sold 27,278 Zoom shares in Q2 2026, an estimated $2.58M.
Zoom made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #591 holding.
Massachusetts Financial Services first reported a position in Zoom in Q3 2020 and has held it in 11 quarters since.
Massachusetts Financial Services's Zoom position peaked at $34.2M in Q4 2025.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.