MWM
ZM icon

Moran Wealth Management’s Zoom ZM Stock Holding History

Moran Wealth Management’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 		$9.56M Buy
110,805
+3,204
+3% +$303K 0.26% 127
2026
Q1 		$8.65M Buy
107,601
+71,369
+197% +$5.98M 0.26% 128
2025
Q4 		$3.13M Buy
36,232
+177
+0.5% +$14.9K 0.1% 251
2025
Q3 		$2.97M Sell
36,055
-387
-1% -$30.2K 0.09% 246
2025
Q2 		$2.84M Buy
36,442
+2,017
+6% +$156K 0.09% 258
2025
Q1 		$2.54M Buy
+34,425
New +$2.74M 0.09% 252

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

Moran Wealth Management's ZM Position: Q2 2026 in Review

Moran Wealth Management increased its Zoom (ZM) stake by 3% in Q2 2026, buying an estimated $303K and bringing the position to 110,805 shares worth $9.56M. The position accounts for 0.26% of the portfolio, ranked #127.

Moran Wealth Management first reported a position in ZM in Q1 2025 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Moran Wealth Management held 110,805 shares of Zoom worth $9.56M as of Q2 2026.
  • Moran Wealth Management bought 3,204 Zoom shares in Q2 2026, an estimated $303K.
  • Zoom made up 0.26% of Moran Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Moran Wealth Management first reported a position in Zoom in Q1 2025 and has held it in 6 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.