OWP
ZM icon

ORG Wealth Partners’s Zoom ZM Stock Holding History

ORG Wealth Partners’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 		$17.1K Sell
198
-4
-2% -$378 ﹤0.01% 463
2026
Q1 		$16.2K Hold
202
– – ﹤0.01% 446
2025
Q4 		$17.4K Hold
202
– – ﹤0.01% 421
2025
Q3 		$16.7K Hold
202
– – ﹤0.01% 424
2025
Q2 		$15.7K Hold
202
– – ﹤0.01% 459
2025
Q1 		$15K Buy
202
+4
+2% +$319 ﹤0.01% 490
2024
Q4 		$16.2K Hold
198
– – 0.01% 355
2024
Q3 		$13.8K Buy
+198
New +$12.4K ﹤0.01% 356

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

ORG Wealth Partners's ZM Position: Q2 2026 in Review

ORG Wealth Partners reduced its Zoom (ZM) stake by 2% in Q2 2026, selling an estimated $378 and leaving 198 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

ORG Wealth Partners first reported a position in ZM in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.4K in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • ORG Wealth Partners held 198 shares of Zoom worth $17.1K as of Q2 2026.
  • ORG Wealth Partners sold 4 Zoom shares in Q2 2026, an estimated $378.
  • Zoom made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #463 holding.
  • ORG Wealth Partners first reported a position in Zoom in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Zoom position peaked at $17.4K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.