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Nvest Wealth Strategies’s Zoom ZM Stock Holding History

Nvest Wealth Strategies’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 		$346 Buy
+4
New +$378 ﹤0.01% 317

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nvest Wealth Strategies's ZM Position: Q2 2026 in Review

Nvest Wealth Strategies opened a new position in Zoom (ZM) in Q2 2026: 4 shares worth $346. The stake represents ﹤0.01% of the portfolio and ranks #317 among its holdings.

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

  • Nvest Wealth Strategies held 4 shares of Zoom worth $346 as of Q2 2026.
  • Zoom was a new Nvest Wealth Strategies position in Q2 2026.
  • Zoom made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #317 holding.
  • 436 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.