Optimize Financial’s Zoom ZM Stock Holding History

Optimize Financial’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	$579K	Sell	6,714 -23	-0.3%	-$2.17K	0.21%	103
2026 Q1	$542K	Buy	+6,737	New	+$564K	0.27%	87
2025 Q1	–	Sell	-14,484	Closed	-$1.18M	–	297
2024 Q4	$1.18M	Buy	+14,484	New	+$1.14M	0.89%	29

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 $3.37T AUM 44.26% 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

Optimize Financial's ZM Position: Q2 2026 in Review

Optimize Financial reduced its Zoom (ZM) stake by 0.34% in Q2 2026, selling an estimated $2.17K and leaving 6,714 shares worth $579K. The position accounts for 0.21% of the portfolio, ranked #103.

Optimize Financial first reported a position in ZM in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2024. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Optimize Financial held 6,714 shares of Zoom worth $579K as of Q2 2026.
Optimize Financial sold 23 Zoom shares in Q2 2026, an estimated $2.17K.
Zoom made up 0.21% of Optimize Financial's portfolio in Q2 2026, its #103 holding.
Optimize Financial first reported a position in Zoom in Q4 2024 and has held it in 3 quarters since.
Optimize Financial's Zoom position peaked at $1.18M in Q4 2024.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.