OAG
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Oakmont Advisory Group’s Zoom ZM Stock Holding History

Oakmont Advisory Group’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 		$356K Sell
4,120
-943
-19% -$89.1K 0.3% 91
2026
Q1 		$407K Buy
5,063
+926
+22% +$77.6K 0.41% 65
2025
Q4 		$357K Buy
+4,137
New +$348K 0.38% 68

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

Oakmont Advisory Group's ZM Position: Q2 2026 in Review

Oakmont Advisory Group reduced its Zoom (ZM) stake by 19% in Q2 2026, selling an estimated $89.1K and leaving 4,120 shares worth $356K. The position accounts for 0.3% of the portfolio, ranked #91.

Oakmont Advisory Group first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $407K in Q1 2026. 860 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Oakmont Advisory Group held 4,120 shares of Zoom worth $356K as of Q2 2026.
  • Oakmont Advisory Group sold 943 Zoom shares in Q2 2026, an estimated $89.1K.
  • Zoom made up 0.3% of Oakmont Advisory Group's portfolio in Q2 2026, its #91 holding.
  • Oakmont Advisory Group first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
  • Oakmont Advisory Group's Zoom position peaked at $407K in Q1 2026.
  • 860 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.