Matthew Hamilton Rosenberg’s Zoom ZM Stock Holding History

Matthew Hamilton Rosenberg’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	$10.2K	Hold	118	–	–	﹤0.01%	626
2026 Q1	$9.49K	Sell	118 -93	-44%	-$7.79K	﹤0.01%	620
2025 Q4	$18.2K	Hold	211	–	–	﹤0.01%	559
2025 Q3	$17.4K	Hold	211	–	–	﹤0.01%	565
2025 Q2	$16.5K	Sell	211 -79	-27%	-$6.11K	﹤0.01%	596
2025 Q1	$21.4K	Hold	290	–	–	0.01%	527
2024 Q4	$23.7K	Buy	290 +197	+212%	+$15.5K	0.01%	520
2024 Q3	$6.49K	Hold	93	–	–	﹤0.01%	670
2024 Q2	$5.51K	Sell	93 -61	-40%	-$3.75K	﹤0.01%	649
2024 Q1	$9.97K	Hold	154	–	–	﹤0.01%	606
2023 Q4	$11.1K	Sell	154 -96	-38%	-$6.35K	﹤0.01%	597
2023 Q3	$17.5K	Hold	250	–	–	0.01%	551
2023 Q2	$17K	Sell	250 -1,096	-81%	-$73.3K	0.01%	566
2023 Q1	$99.4K	Hold	1,346	–	–	0.03%	314
2022 Q4	$91.2K	Buy	1,346 +96	+8%	+$7.29K	0.03%	326
2022 Q3	$92K	Hold	1,250	–	–	0.04%	305
2022 Q2	$139K	Buy	1,250 +750	+150%	+$79.1K	0.05%	233
2022 Q1	$59K	Buy	+500	New	+$68K	0.02%	423

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

Matthew Hamilton Rosenberg's ZM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Zoom (ZM) position steady in Q2 2026 at 118 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Matthew Hamilton Rosenberg first reported a position in ZM in Q1 2022 and has held it in 18 quarters since. The position peaked at $139K in Q2 2022. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Matthew Hamilton Rosenberg held 118 shares of Zoom worth $10.2K as of Q2 2026.
Matthew Hamilton Rosenberg left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #626 holding.
Matthew Hamilton Rosenberg first reported a position in Zoom in Q1 2022 and has held it in 18 quarters since.
Matthew Hamilton Rosenberg's Zoom position peaked at $139K in Q2 2022.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.