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National Philanthropic Trust’s Zoom ZM Stock Holding History

National Philanthropic Trust’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 		$306K Hold
3,550
– – ﹤0.01% 341
2026
Q1 		$285K Hold
3,550
– – ﹤0.01% 315
2025
Q4 		$306K Hold
3,550
– – ﹤0.01% 325
2025
Q3 		$293K Buy
3,550
+252
+8% +$19.7K ﹤0.01% 272
2025
Q2 		$257K Hold
3,298
– – ﹤0.01% 258
2025
Q1 		$243K Hold
3,298
– – ﹤0.01% 245
2024
Q4 		$269K Hold
3,298
– – ﹤0.01% 239
2024
Q3 		$230K Sell
3,298
-124
-4% -$7.75K ﹤0.01% 228
2024
Q2 		$203K Hold
3,422
– – ﹤0.01% 238
2024
Q1 		$224K Sell
3,422
-147
-4% -$9.8K ﹤0.01% 243
2023
Q4 		$257K Buy
+3,569
New +$236K 0.01% 264

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

National Philanthropic Trust's ZM Position: Q2 2026 in Review

National Philanthropic Trust held its Zoom (ZM) position steady in Q2 2026 at 3,550 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

National Philanthropic Trust first reported a position in ZM in Q4 2023 and has held it in 11 quarters since. 804 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • National Philanthropic Trust held 3,550 shares of Zoom worth $306K as of Q2 2026.
  • National Philanthropic Trust left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #341 holding.
  • National Philanthropic Trust first reported a position in Zoom in Q4 2023 and has held it in 11 quarters since.
  • 804 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.