Nisa Investment Advisors
ZM icon

Nisa Investment Advisors’s Zoom ZM Stock Holding History

Nisa Investment 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 		$216K Sell
2,691
-983
-27% -$82.3K ﹤0.01% 1188
2025
Q4 		$317K Buy
3,674
+1,969
+115% +$166K ﹤0.01% 1123
2025
Q3 		$141K Buy
1,705
+110
+7% +$8.58K ﹤0.01% 1343
2025
Q2 		$124K Sell
1,595
-22,156
-93% -$1.71M ﹤0.01% 1331
2025
Q1 		$1.75M Buy
23,751
+1,890
+9% +$151K 0.01% 677
2024
Q4 		$1.78M Sell
21,861
-8,491
-28% -$668K 0.01% 719
2024
Q3 		$2.12M Sell
30,352
-2,297
-7% -$144K 0.01% 661
2024
Q2 		$1.93M Buy
32,649
+30,949
+1,821% +$1.9M 0.01% 712
2024
Q1 		$111K Sell
1,700
-30,317
-95% -$2.02M ﹤0.01% 1440
2023
Q4 		$2.3M Buy
32,017
+24,953
+353% +$1.65M 0.02% 626
2023
Q3 		$494K Buy
7,064
+4,684
+197% +$325K ﹤0.01% 1065
2023
Q2 		$162K Sell
2,380
-21,208
-90% -$1.42M ﹤0.01% 1381
2023
Q1 		$1.74M Buy
23,588
+20,548
+676% +$1.48M 0.01% 701
2022
Q4 		$206K Sell
3,040
-3,960
-57% -$301K ﹤0.01% 1366
2022
Q3 		$543K Sell
7,000
-10,080
-59% -$960K ﹤0.01% 1000
2022
Q2 		$1.84M Buy
17,080
+5,800
+51% +$612K 0.02% 660
2022
Q1 		$1.32M Sell
11,280
-5,857
-34% -$797K 0.01% 779
2021
Q4 		$2.64M Sell
17,137
-10,463
-38% -$2.46M 0.02% 569
2021
Q3 		$7.22K Buy
27,600
+22,525
+444% +$7.59M 0.04% 351
2021
Q2 		$1.96K Sell
5,075
-15,865
-76% -$5.28M 0.01% 721
2021
Q1 		$6.73K Buy
20,940
+17,825
+572% +$6.56M 0.04% 364
2020
Q4 		$1.05M Sell
3,115
-10,785
-78% -$4.81M 0.01% 904
2020
Q3 		$6.54M Buy
+13,900
New +$4.45M 0.05% 310

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's ZM Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Zoom (ZM) stake by 27% in Q1 2026, selling an estimated $82.3K and leaving 2,691 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Nisa Investment Advisors first reported a position in ZM in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.54M in Q3 2020. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Nisa Investment Advisors held 2,691 shares of Zoom worth $216K as of Q1 2026.
  • Nisa Investment Advisors sold 983 Zoom shares in Q1 2026, an estimated $82.3K.
  • Zoom made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1188 holding.
  • Nisa Investment Advisors first reported a position in Zoom in Q3 2020 and has held it in 23 quarters since.
  • Nisa Investment Advisors's Zoom position peaked at $6.54M in Q3 2020.
  • 816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.