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Optas LLC’s Zoom ZM Stock Holding History

Optas LLC’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 		$284K Sell
3,285
-992
-23% -$93.8K 0.04% 338
2026
Q1 		$344K Sell
4,277
-6,736
-61% -$564K 0.05% 265
2025
Q4 		$950K Buy
11,013
+8,559
+349% +$720K 0.15% 85
2025
Q3 		$202K Sell
2,454
-535
-18% -$41.7K 0.03% 370
2025
Q2 		$233K Sell
2,989
-3,288
-52% -$254K 0.04% 287
2025
Q1 		$463K Buy
+6,277
New +$500K 0.08% 129

Other funds holding ZM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

Optas LLC's ZM Position: Q2 2026 in Review

Optas LLC reduced its Zoom (ZM) stake by 23% in Q2 2026, selling an estimated $93.8K and leaving 3,285 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #338.

Optas LLC first reported a position in ZM in Q1 2025 and has held it in 6 quarters since. The position peaked at $950K in Q4 2025. 185 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Optas LLC held 3,285 shares of Zoom worth $284K as of Q2 2026.
  • Optas LLC sold 992 Zoom shares in Q2 2026, an estimated $93.8K.
  • Zoom made up 0.04% of Optas LLC's portfolio in Q2 2026, its #338 holding.
  • Optas LLC first reported a position in Zoom in Q1 2025 and has held it in 6 quarters since.
  • Optas LLC's Zoom position peaked at $950K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.