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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
Q2 		$1.87M Buy
21,637
+10,025
+86% +$948K 0.01% 1257
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

NewEdge Advisors's ZM Position: Q2 2026 in Review

NewEdge Advisors increased its Zoom (ZM) stake by 86% in Q2 2026, buying an estimated $948K and bringing the position to 21,637 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #1257.

NewEdge Advisors first reported a position in ZM in Q1 2020 and has held it in 24 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • NewEdge Advisors held 21,637 shares of Zoom worth $1.87M as of Q2 2026.
  • NewEdge Advisors bought 10,025 Zoom shares in Q2 2026, an estimated $948K.
  • Zoom made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1257 holding.
  • NewEdge Advisors first reported a position in Zoom in Q1 2020 and has held it in 24 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.