Osaic Holdings
ZM icon

Osaic Holdings’s Zoom ZM Stock Holding History

Osaic Holdings’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
2024
Q4 		– Sell
-5
Closed -$4.99K – 7674
2024
Q3 		$4.99K Hold
5
– – ﹤0.01% 6200
2024
Q2 		$2.97K Hold
5
– – ﹤0.01% 6438
2024
Q1 		$5.83K Hold
5
– – ﹤0.01% 6015
2023
Q4 		$8.94K Buy
5
+1
+25% +$66 ﹤0.01% 5890
2023
Q3 		$6.07K Hold
4
– – ﹤0.01% 6185
2023
Q2 		$6.38K Buy
4
+2
+100% +$134 ﹤0.01% 6197
2023
Q1 		$3.96K Hold
2
– – ﹤0.01% 6444
2022
Q4 		$1K Hold
2
– – ﹤0.01% 6989
2022
Q3 		$1K Hold
2
– – ﹤0.01% 7097
2022
Q2 		$4K Hold
2
– – ﹤0.01% 6642
2022
Q1 		$5K Sell
2
-2
-50% -$272 ﹤0.01% 6517
2021
Q4 		$6K Buy
+4
New +$941 ﹤0.01% 6572
2021
Q2 		– Sell
-2
Closed -$1K – 7151
2021
Q1 		$1K Buy
+2
New +$736 ﹤0.01% 6709

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

Osaic Holdings's ZM Position: Q2 2026 in Review

Osaic Holdings increased its Zoom (ZM) stake by 2.1% in Q2 2026, buying an estimated $43.1K and bringing the position to 22,405 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

Osaic Holdings first reported a position in ZM in Q1 2020 and has held it in 26 quarters since. The position peaked at $35.8M in Q3 2020. 871 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Osaic Holdings held 22,405 shares of Zoom worth $1.93M as of Q2 2026.
  • Osaic Holdings bought 456 Zoom shares in Q2 2026, an estimated $43.1K.
  • Zoom made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2339 holding.
  • Osaic Holdings first reported a position in Zoom in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Zoom position peaked at $35.8M in Q3 2020.
  • 871 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.