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NewEdge Wealth’s Zoom ZM Stock Holding History

NewEdge Wealth’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 		$432K Buy
+5,000
New +$473K ﹤0.01% 904

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

NewEdge Wealth's ZM Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Zoom (ZM) in Q2 2026: 4,818 shares worth $416K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings.

863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • NewEdge Wealth held 4,818 shares of Zoom worth $416K as of Q2 2026.
  • Zoom was a new NewEdge Wealth position in Q2 2026.
  • Zoom made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #913 holding.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.