Mather Group’s Zoom ZM Stock Holding History

Mather Group’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	–	Sell	-3	Closed	-$241	–	1986
2026 Q1	$241	Buy	+3	New	+$251	﹤0.01%	1840
2024 Q3	–	Sell	-206	Closed	-$13.4K	–	2240
2024 Q2	$13.4K	Buy	206 +132	+178%	+$8.11K	﹤0.01%	1368
2024 Q1	$5.3K	Buy	+74	New	+$4.93K	﹤0.01%	1345

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 $3.38T AUM 44.17% 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

Mather Group's ZM Position: Q2 2026 in Review

Mather Group sold out of Zoom (ZM) in Q2 2026, closing a stake of 3 shares — an estimated $241 sold.

Mather Group first reported a position in ZM in Q1 2024 and held it in 3 quarters. The position peaked at $13.4K in Q2 2024. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Mather Group reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Mather Group sold 3 Zoom shares in Q2 2026, an estimated $241.
Mather Group first reported a position in Zoom in Q1 2024 and held it in 3 quarters.
Mather Group's Zoom position peaked at $13.4K in Q2 2024.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.