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ZM icon

NewEdge Advisors’s Zoom ZM Stock Holding History

NewEdge 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
Q1 		$933K Sell
11,612
-3,462
-23% -$290K ﹤0.01% 1542
2025
Q4 		$1.3M Buy
15,074
+4,042
+37% +$340K ﹤0.01% 1327
2025
Q3 		$910K Buy
11,032
+969
+10% +$75.6K ﹤0.01% 1448
2025
Q2 		$785K Buy
10,063
+2,054
+26% +$159K ﹤0.01% 1424
2025
Q1 		$591K Buy
8,009
+1,153
+17% +$91.9K ﹤0.01% 1492
2024
Q4 		$560K Buy
6,856
+521
+8% +$41K ﹤0.01% 1476
2024
Q3 		$442K Buy
6,335
+359
+6% +$22.4K ﹤0.01% 1547
2024
Q2 		$354K Sell
5,976
-2,881
-33% -$177K ﹤0.01% 1626
2024
Q1 		$579K Buy
8,857
+3,071
+53% +$205K 0.01% 1255
2023
Q4 		$405K Sell
5,786
-1,992
-26% -$132K ﹤0.01% 1396
2023
Q3 		$544K Buy
7,778
+633
+9% +$43.9K 0.01% 1135
2023
Q2 		$485K Buy
7,145
+4,946
+225% +$331K 0.01% 1207
2023
Q1 		$162K Sell
2,199
-1,496
-40% -$108K ﹤0.01% 1610
2022
Q4 		$121K Buy
+3,695
New +$281K ﹤0.01% 1366
2022
Q3 		– Sell
-2,736
Closed -$295K – 1677
2022
Q2 		$295K Buy
+2,736
New +$289K ﹤0.01% 1220
2022
Q1 		– Sell
-3,093
Closed -$569K – 1683
2021
Q4 		$569K Buy
3,093
+1,718
+125% +$404K 0.01% 1009
2021
Q3 		$360K Buy
1,375
+139
+11% +$46.9K 0.01% 845
2021
Q2 		$478K Buy
1,236
+112
+10% +$37.3K 0.01% 749
2021
Q1 		$361K Sell
1,124
-525
-32% -$193K 0.01% 750
2020
Q4 		$556K Sell
1,649
-2,277
-58% -$1.02M 0.02% 593
2020
Q3 		$1.84M Buy
3,926
+772
+24% +$247K 0.06% 255
2020
Q2 		$800K Buy
3,154
+4
+0.1% +$720 0.03% 414
2020
Q1 		$460K Buy
+3,150
New +$311K 0.02% 475

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

NewEdge Advisors's ZM Position: Q1 2026 in Review

NewEdge Advisors reduced its Zoom (ZM) stake by 23% in Q1 2026, selling an estimated $290K and leaving 11,612 shares worth $933K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

NewEdge Advisors first reported a position in ZM in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.84M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • NewEdge Advisors held 11,612 shares of Zoom worth $933K as of Q1 2026.
  • NewEdge Advisors sold 3,462 Zoom shares in Q1 2026, an estimated $290K.
  • Zoom made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1542 holding.
  • NewEdge Advisors first reported a position in Zoom in Q1 2020 and has held it in 23 quarters since.
  • NewEdge Advisors's Zoom position peaked at $1.84M in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.