&Partners’s Zoom ZM Stock Holding History

&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	$382K	Sell	4,276 -110	-3%	-$10.4K	﹤0.01%	1989
2026 Q1	$353K	Buy	4,386 +1,064	+32%	+$89.1K	﹤0.01%	1886
2025 Q4	$287K	Buy	+3,322	New	+$280K	﹤0.01%	1946
2025 Q3	–	Sell	-2,621	Closed	-$205K	–	2186
2025 Q2	$205K	Buy	+2,621	New	+$203K	﹤0.01%	1824

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

&Partners's ZM Position: Q2 2026 in Review

&Partners reduced its Zoom (ZM) stake by 2.5% in Q2 2026, selling an estimated $10.4K and leaving 4,276 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

&Partners first reported a position in ZM in Q2 2025 and has held it in 4 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

&Partners held 4,276 shares of Zoom worth $382K as of Q2 2026.
&Partners sold 110 Zoom shares in Q2 2026, an estimated $10.4K.
Zoom made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1989 holding.
&Partners first reported a position in Zoom in Q2 2025 and has held it in 4 quarters since.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.