&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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

&Partners's ZM Position: Q1 2026 in Review

&Partners increased its Zoom (ZM) stake by 32% in Q1 2026, buying an estimated $89.1K and bringing the position to 4,386 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

&Partners first reported a position in ZM in Q2 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

&Partners held 4,386 shares of Zoom worth $353K as of Q1 2026.
&Partners bought 1,064 Zoom shares in Q1 2026, an estimated $89.1K.
Zoom made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1886 holding.
&Partners first reported a position in Zoom in Q2 2025 and has held it in 3 quarters since.
814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.