Osbon Capital Management’s Zoom ZM Stock Holding History

Osbon Capital Management’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	$1.12K	Hold	13	–	–	﹤0.01%	399
2026 Q1	$1.04K	Hold	13	–	–	﹤0.01%	458
2025 Q4	$1.12K	Buy	+13	New	+$1.09K	﹤0.01%	331

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

Osbon Capital Management's ZM Position: Q2 2026 in Review

Osbon Capital Management held its Zoom (ZM) position steady in Q2 2026 at 13 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Osbon Capital Management first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Osbon Capital Management held 13 shares of Zoom worth $1.12K as of Q2 2026.
Osbon Capital Management left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Osbon Capital Management's portfolio in Q2 2026, its #399 holding.
Osbon Capital Management first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.