Pathstone Holdings
ZM icon

Pathstone Holdings’s Zoom ZM Stock Holding History

Pathstone 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
2026
Q2 		$899K Sell
10,420
-1,197
-10% -$113K ﹤0.01% 1564
2026
Q1 		$934K Buy
11,617
+2,602
+29% +$218K ﹤0.01% 1445
2025
Q4 		$778K Buy
9,015
+439
+5% +$37K ﹤0.01% 1548
2025
Q3 		$708K Sell
8,576
-1,576
-16% -$123K ﹤0.01% 1591
2025
Q2 		$792K Buy
10,152
+1,301
+15% +$101K ﹤0.01% 1504
2025
Q1 		$645K Buy
8,851
+96
+1% +$7.65K ﹤0.01% 1594
2024
Q4 		$715K Buy
8,755
+1,573
+22% +$124K ﹤0.01% 1551
2024
Q3 		$501K Buy
7,182
+584
+9% +$36.5K ﹤0.01% 1726
2024
Q2 		$391K Buy
6,598
+1,807
+38% +$111K ﹤0.01% 1819
2024
Q1 		$313K Sell
4,791
-2,547
-35% -$170K ﹤0.01% 1923
2023
Q4 		$528K Buy
+7,338
New +$485K ﹤0.01% 1472

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

Pathstone Holdings's ZM Position: Q2 2026 in Review

Pathstone Holdings reduced its Zoom (ZM) stake by 10% in Q2 2026, selling an estimated $113K and leaving 10,420 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Pathstone Holdings first reported a position in ZM in Q4 2023 and has held it in 11 quarters since. The position peaked at $934K in Q1 2026. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Pathstone Holdings held 10,420 shares of Zoom worth $899K as of Q2 2026.
  • Pathstone Holdings sold 1,197 Zoom shares in Q2 2026, an estimated $113K.
  • Zoom made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1564 holding.
  • Pathstone Holdings first reported a position in Zoom in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Zoom position peaked at $934K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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