Oxbow Advisors’s Zoom ZM Stock Holding History

Oxbow Advisors’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	$3.35M	Buy	38,845 +223	+0.6%	+$21.1K	0.27%	105
2026 Q1	$3.1M	Buy	38,622 +279	+0.7%	+$23.4K	0.26%	100
2025 Q4	$3.31M	Buy	+38,343	New	+$3.23M	0.29%	93
2021 Q4	–	Sell	-2,706	Closed	-$708K	–	309
2021 Q3	$708K	Buy	2,706 +775	+40%	+$261K	0.07%	164
2021 Q2	$747K	Sell	1,931 -169	-8%	-$56.3K	0.08%	168
2021 Q1	$675K	Buy	+2,100	New	+$773K	0.08%	161

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

Oxbow Advisors's ZM Position: Q2 2026 in Review

Oxbow Advisors increased its Zoom (ZM) stake by 0.58% in Q2 2026, buying an estimated $21.1K and bringing the position to 38,845 shares worth $3.35M. The position accounts for 0.27% of the portfolio, ranked #105.

Oxbow Advisors first reported a position in ZM in Q1 2021 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Oxbow Advisors held 38,845 shares of Zoom worth $3.35M as of Q2 2026.
Oxbow Advisors bought 223 Zoom shares in Q2 2026, an estimated $21.1K.
Zoom made up 0.27% of Oxbow Advisors's portfolio in Q2 2026, its #105 holding.
Oxbow Advisors first reported a position in Zoom in Q1 2021 and has held it in 6 quarters since.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.