Moss Adams Wealth Advisors’s Zoom ZM Stock Holding History

Moss Adams Wealth Advisors’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	$677K	Buy	+7,846	New	+$742K	0.04%	124

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Moss Adams Wealth Advisors's ZM Position: Q2 2026 in Review

Moss Adams Wealth Advisors opened a new position in Zoom (ZM) in Q2 2026: 7,846 shares worth $677K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings.

863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Moss Adams Wealth Advisors held 7,846 shares of Zoom worth $677K as of Q2 2026.
Zoom was a new Moss Adams Wealth Advisors position in Q2 2026.
Zoom made up 0.04% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #124 holding.
863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.