PWM
ZM icon

Perigon Wealth Management’s Zoom ZM Stock Holding History

Perigon Wealth 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 		$1.04M Buy
12,037
+2,050
+21% +$194K 0.02% 579
2026
Q1 		$803K Sell
9,987
-5,864
-37% -$491K 0.01% 600
2025
Q4 		$1.37M Buy
15,851
+1,202
+8% +$101K 0.02% 458
2025
Q3 		$1.21M Buy
14,649
+3,727
+34% +$291K 0.02% 457
2025
Q2 		$852K Buy
10,922
+236
+2% +$18.2K 0.02% 515
2025
Q1 		$788K Sell
10,686
-211
-2% -$16.8K 0.02% 506
2024
Q4 		$866K Sell
10,897
-102
-0.9% -$8.02K 0.02% 486
2024
Q3 		$767K Buy
+10,999
New +$687K 0.02% 503
2024
Q1 		– Sell
-4,579
Closed -$329K – 937
2023
Q4 		$329K Buy
+4,579
New +$303K 0.01% 623
2022
Q3 		– Sell
-2,200
Closed -$238K – 607
2022
Q2 		$238K Buy
2,200
+139
+7% +$14.7K 0.02% 494
2022
Q1 		$242K Sell
2,061
-578
-22% -$78.6K 0.02% 535
2021
Q4 		$485K Buy
2,639
+19
+0.7% +$4.47K 0.03% 349
2021
Q3 		$685K Buy
2,620
+70
+3% +$23.6K 0.06% 253
2021
Q2 		$987K Sell
2,550
-163
-6% -$54.3K 0.09% 201
2021
Q1 		$872K Sell
2,713
-239
-8% -$88K 0.09% 200
2020
Q4 		$996K Sell
2,952
-303
-9% -$135K 0.12% 147
2020
Q3 		$1.53M Sell
3,255
-727
-18% -$232K 0.21% 86
2020
Q2 		$1.01M Buy
3,982
+243
+6% +$43.7K 0.16% 104
2020
Q1 		$466K Buy
+3,739
New +$369K 0.09% 177

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

Perigon Wealth Management's ZM Position: Q2 2026 in Review

Perigon Wealth Management increased its Zoom (ZM) stake by 21% in Q2 2026, buying an estimated $194K and bringing the position to 12,037 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #579.

Perigon Wealth Management first reported a position in ZM in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.53M in Q3 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Perigon Wealth Management held 12,037 shares of Zoom worth $1.04M as of Q2 2026.
  • Perigon Wealth Management bought 2,050 Zoom shares in Q2 2026, an estimated $194K.
  • Zoom made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Perigon Wealth Management first reported a position in Zoom in Q1 2020 and has held it in 19 quarters since.
  • Perigon Wealth Management's Zoom position peaked at $1.53M in Q3 2020.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.