MFG
ZM icon

Merit Financial Group’s Zoom ZM Stock Holding History

Merit Financial 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 		$2.59M Sell
29,984
-52
-0.2% -$4.92K 0.02% 642
2026
Q1 		$2.41M Sell
30,036
-19,137
-39% -$1.6M 0.02% 599
2025
Q4 		$4.24M Buy
49,173
+18,258
+59% +$1.54M 0.03% 396
2025
Q3 		$2.55M Buy
30,915
+10,489
+51% +$818K 0.02% 482
2025
Q2 		$1.59M Buy
20,426
+3,426
+20% +$265K 0.02% 599
2025
Q1 		$1.25M Buy
17,000
+3,869
+29% +$308K 0.02% 574
2024
Q4 		$1.07M Buy
+13,131
New +$1.03M 0.02% 488
2024
Q3 		– Sell
-5,198
Closed -$308K – 976
2024
Q2 		$308K Buy
5,198
+863
+20% +$53K 0.01% 718
2024
Q1 		$268K Buy
+4,335
New +$289K 0.01% 748
2023
Q4 		– Sell
-3,055
Closed -$214K – 841
2023
Q3 		$214K Buy
+3,055
New +$212K 0.01% 682
2023
Q1 		– Sell
-3,902
Closed -$264K – 737
2022
Q4 		$264K Sell
3,902
-1,019
-21% -$77.4K 0.01% 569
2022
Q3 		$362K Sell
4,921
-198
-4% -$18.9K 0.02% 405
2022
Q2 		$553K Buy
5,119
+2,875
+128% +$303K 0.02% 338
2022
Q1 		$263K Buy
+2,244
New +$305K 0.02% 318

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Merit Financial Group's ZM Position: Q2 2026 in Review

Merit Financial Group reduced its Zoom (ZM) stake by 0.17% in Q2 2026, selling an estimated $4.92K and leaving 29,984 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #642.

Merit Financial Group first reported a position in ZM in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.24M in Q4 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Merit Financial Group held 29,984 shares of Zoom worth $2.59M as of Q2 2026.
  • Merit Financial Group sold 52 Zoom shares in Q2 2026, an estimated $4.92K.
  • Zoom made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #642 holding.
  • Merit Financial Group first reported a position in Zoom in Q1 2022 and has held it in 14 quarters since.
  • Merit Financial Group's Zoom position peaked at $4.24M in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.