N.E.W. Advisory Services’s Zoom ZM Stock Holding History

N.E.W. Advisory Services’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	$5.44K	Hold	63	–	–	﹤0.01%	735
2026 Q1	$5.07K	Hold	63	–	–	﹤0.01%	735
2025 Q4	$5.44K	Hold	63	–	–	﹤0.01%	699
2025 Q3	$5.2K	Hold	63	–	–	﹤0.01%	657
2025 Q2	$4.91K	Hold	63	–	–	﹤0.01%	657
2025 Q1	$4.65K	Buy	+63	New	+$5.02K	﹤0.01%	716
2020 Q4	–	Sell	-520	Closed	-$245K	–	137
2020 Q3	$245K	Buy	+520	New	+$166K	0.07%	83

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

N.E.W. Advisory Services's ZM Position: Q2 2026 in Review

N.E.W. Advisory Services held its Zoom (ZM) position steady in Q2 2026 at 63 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

N.E.W. Advisory Services first reported a position in ZM in Q3 2020 and has held it in 7 quarters since. The position peaked at $245K in Q3 2020. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

N.E.W. Advisory Services held 63 shares of Zoom worth $5.44K as of Q2 2026.
N.E.W. Advisory Services left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #735 holding.
N.E.W. Advisory Services first reported a position in Zoom in Q3 2020 and has held it in 7 quarters since.
N.E.W. Advisory Services's Zoom position peaked at $245K in Q3 2020.
863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.