Montag & Associates’s Zoom ZM Stock Holding History

Montag & Associates’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	$1.91M	Buy	+22,144	New	+$2.09M	0.08%	172
2025 Q3	–	Sell	-43,760	Closed	-$3.41M	–	1157
2025 Q2	$3.41M	Buy	43,760 +2,233	+5%	+$173K	0.17%	122
2025 Q1	$3.06M	Buy	+41,527	New	+$3.31M	0.15%	131
2024 Q1	–	Sell	-1,500	Closed	-$108K	–	1014
2023 Q4	$108K	Hold	1,500	–	–	0.01%	467
2023 Q3	$105K	Hold	1,500	–	–	0.01%	454
2023 Q2	$102K	Sell	1,500 -16	-1%	-$1.07K	0.01%	473
2023 Q1	$112K	Hold	1,516	–	–	0.01%	454
2022 Q4	$103K	Buy	1,516 +16	+1%	+$1.22K	0.01%	444
2022 Q3	$110K	Hold	1,500	–	–	0.01%	432
2022 Q2	$162K	Hold	1,500	–	–	0.01%	385
2022 Q1	$176K	Hold	1,500	–	–	0.01%	402
2021 Q4	$276K	Hold	1,500	–	–	0.01%	357
2021 Q3	$392K	Hold	1,500	–	–	0.02%	313
2021 Q2	$581K	Hold	1,500	–	–	0.03%	281
2021 Q1	$482K	Hold	1,500	–	–	0.03%	298
2020 Q4	$506K	Buy	+1,500	New	+$669K	0.03%	273

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

Montag & Associates's ZM Position: Q2 2026 in Review

Montag & Associates opened a new position in Zoom (ZM) in Q2 2026: 22,144 shares worth $1.91M. The stake represents 0.08% of the portfolio and ranks #172 among its holdings. This is a return to the name: Montag & Associates previously reported a position in ZM as recently as Q2 2025.

Montag & Associates first reported a position in ZM in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.41M in Q2 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Montag & Associates held 22,144 shares of Zoom worth $1.91M as of Q2 2026.
Zoom was a new Montag & Associates position in Q2 2026.
Zoom made up 0.08% of Montag & Associates's portfolio in Q2 2026, its #172 holding.
Montag & Associates first reported a position in Zoom in Q4 2020 and has held it in 16 quarters since.
Montag & Associates's Zoom position peaked at $3.41M in Q2 2025.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.