Morgan Stanley
ZM icon

Morgan Stanley’s Zoom ZM Stock Holding History

Morgan Stanley’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
Q1 		$127M Sell
1,576,073
-42,235
-3% -$3.54M 0.01% 1247
2025
Q4 		$140M Sell
1,618,308
-860,921
-35% -$72.5M 0.01% 1173
2025
Q3 		$205M Buy
2,479,229
+860,286
+53% +$67.1M 0.01% 923
2025
Q2 		$126M Buy
1,618,943
+88,575
+6% +$6.85M 0.01% 1153
2025
Q1 		$113M Buy
1,530,368
+84,349
+6% +$6.72M 0.01% 1167
2024
Q4 		$118M Sell
1,446,019
-515,434
-26% -$40.5M 0.01% 1139
2024
Q3 		$137M Sell
1,961,453
-493,682
-20% -$30.9M 0.01% 1036
2024
Q2 		$145M Sell
2,455,135
-561,635
-19% -$34.5M 0.01% 947
2024
Q1 		$197M Sell
3,016,770
-2,504,572
-45% -$167M 0.02% 803
2023
Q4 		$397M Buy
5,521,342
+2,555,530
+86% +$169M 0.02% 771
2023
Q3 		$207M Sell
2,965,812
-53,179
-2% -$3.69M 0.02% 680
2023
Q2 		$205M Buy
3,018,991
+667,410
+28% +$44.6M 0.02% 706
2023
Q1 		$174M Sell
2,351,581
-317,576
-12% -$22.9M 0.02% 751
2022
Q4 		$181M Sell
2,669,157
-3,057,611
-53% -$232M 0.02% 719
2022
Q3 		$421M Sell
5,726,768
-5,850,961
-51% -$557M 0.06% 323
2022
Q2 		$1.25B Buy
11,577,729
+92,202
+0.8% +$9.72M 0.16% 125
2022
Q1 		$1.35B Sell
11,485,527
-1,078,799
-9% -$147M 0.18% 123
2021
Q4 		$2.31B Sell
12,564,326
-547,042
-4% -$129M 0.29% 79
2021
Q3 		$3.43B Buy
13,111,368
+726,667
+6% +$245M 0.46% 37
2021
Q2 		$4.79B Buy
12,384,701
+742,240
+6% +$247M 0.63% 19
2021
Q1 		$3.74B Sell
11,642,461
-1,860,678
-14% -$685M 0.55% 28
2020
Q4 		$4.55B Sell
13,503,139
-957,811
-7% -$427M 0.7% 18
2020
Q3 		$6.8B Sell
14,460,950
-692,957
-5% -$222M 1.31% 5
2020
Q2 		$3.84B Buy
15,153,907
+2,966,135
+24% +$534M 0.85% 11
2020
Q1 		$1.78B Buy
12,187,772
+7,205,678
+145% +$711M 0.48% 40
2019
Q4 		$339M Buy
4,982,094
+4,149,598
+498% +$286M 0.08% 239
2019
Q3 		$63.4M Buy
832,496
+251,170
+43% +$22.6M 0.02% 739
2019
Q2 		$51.6M Buy
+581,326
New +$47.8M 0.01% 832

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley's ZM Position: Q1 2026 in Review

Morgan Stanley reduced its Zoom (ZM) stake by 2.6% in Q1 2026, selling an estimated $3.54M and leaving 1,576,073 shares worth $127M. The position accounts for 0.01% of the portfolio, ranked #1247.

Morgan Stanley first reported a position in ZM in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.8B in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Morgan Stanley held 1,576,073 shares of Zoom worth $127M as of Q1 2026.
  • Morgan Stanley sold 42,235 Zoom shares in Q1 2026, an estimated $3.54M.
  • Zoom made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1247 holding.
  • Morgan Stanley first reported a position in Zoom in Q2 2019 and has held it in 28 quarters since.
  • Morgan Stanley's Zoom position peaked at $6.8B in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.