MV Capital Management’s Zoom ZM Stock Holding History

MV Capital 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 Q3	$3.99K	Sell	44 -3	-6%	-$286	﹤0.01%	691
2026 Q2	$4.06K	Buy	47 +17	+57%	+$1.61K	﹤0.01%	679
2026 Q1	$2.41K	Sell	30 -1	-3%	-$84	﹤0.01%	723
2025 Q4	$2.68K	Buy	31 +2	+7%	+$168	﹤0.01%	687
2025 Q3	$2.39K	Buy	29 +1	+4%	+$78	﹤0.01%	690
2025 Q2	$2.18K	Buy	28 +2	+8%	+$155	﹤0.01%	699
2025 Q1	$1.92K	Hold	26	–	–	﹤0.01%	699
2024 Q4	$2.12K	Sell	26 -2	-7%	-$157	﹤0.01%	686
2024 Q3	$1.95K	Buy	28 +19	+211%	+$1.19K	﹤0.01%	697
2024 Q2	$533	Sell	9 -12	-57%	-$737	﹤0.01%	728
2024 Q1	$1.37K	Buy	21 +17	+425%	+$1.13K	﹤0.01%	674
2023 Q4	$288	Buy	+4	New	+$265	﹤0.01%	699
2021 Q4	–	Sell	-109	Closed	-$29K	–	734
2021 Q3	$29K	Hold	109	–	–	﹤0.01%	266
2021 Q2	$42K	Buy	+109	New	+$36.3K	0.01%	207

Other funds holding ZM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

MV Capital Management's ZM Position: Q3 2026 in Review

MV Capital Management reduced its Zoom (ZM) stake by 6.4% in Q3 2026, selling an estimated $286 and leaving 44 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

MV Capital Management first reported a position in ZM in Q2 2021 and has held it in 14 quarters since. The position peaked at $42K in Q2 2021. 706 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

MV Capital Management held 44 shares of Zoom worth $3.99K as of Q3 2026.
MV Capital Management sold 3 Zoom shares in Q3 2026, an estimated $286.
Zoom made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #691 holding.
MV Capital Management first reported a position in Zoom in Q2 2021 and has held it in 14 quarters since.
MV Capital Management's Zoom position peaked at $42K in Q2 2021.
706 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.