Northwest & Ethical Investments’s Zoom ZM Stock Holding History

Northwest & Ethical Investments’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	$775K	Sell	8,982 -7,114	-44%	-$673K	0.02%	307
2026 Q1	$1.29M	Buy	+16,096	New	+$1.35M	0.03%	282
2023 Q4	–	Sell	-18,571	Closed	-$1.3M	–	408
2023 Q3	$1.3M	Hold	18,571	–	–	0.04%	256
2023 Q2	$1.26M	Hold	18,571	–	–	0.04%	274
2023 Q1	$1.37M	Hold	18,571	–	–	0.05%	284
2022 Q4	$1.26M	Buy	18,571 +2,276	+14%	+$173K	0.04%	280
2022 Q3	$1.2M	Hold	16,295	–	–	0.05%	277
2022 Q2	$1.76M	Buy	16,295 +1,695	+12%	+$179K	0.07%	251
2022 Q1	$1.71M	Buy	14,600 +8,600	+143%	+$1.17M	0.05%	263
2021 Q4	$1.1M	Buy	+6,000	New	+$1.41M	0.03%	295

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Northwest & Ethical Investments's ZM Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Zoom (ZM) stake by 44% in Q2 2026, selling an estimated $673K and leaving 8,982 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #307.

Northwest & Ethical Investments first reported a position in ZM in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.76M in Q2 2022. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Northwest & Ethical Investments held 8,982 shares of Zoom worth $775K as of Q2 2026.
Northwest & Ethical Investments sold 7,114 Zoom shares in Q2 2026, an estimated $673K.
Zoom made up 0.02% of Northwest & Ethical Investments's portfolio in Q2 2026, its #307 holding.
Northwest & Ethical Investments first reported a position in Zoom in Q4 2021 and has held it in 10 quarters since.
Northwest & Ethical Investments's Zoom position peaked at $1.76M in Q2 2022.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.