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PFG Advisors’s Zoom ZM Stock Holding History

PFG 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
Q1 		– Sell
-9,745
Closed -$841K – 827
2025
Q4 		$841K Buy
9,745
+9
+0.1% +$758 0.04% 412
2025
Q3 		$803K Buy
+9,736
New +$760K 0.03% 434
2021
Q4 		– Sell
-1,451
Closed -$379K – 550
2021
Q3 		$379K Buy
1,451
+297
+26% +$100K 0.04% 373
2021
Q2 		$447K Buy
1,154
+30
+3% +$9.99K 0.05% 337
2021
Q1 		$361K Buy
1,124
+272
+32% +$100K 0.05% 344
2020
Q4 		$288K Sell
852
-5
-0.6% -$2.23K 0.05% 307
2020
Q3 		$412K Sell
857
-94
-10% -$30.1K 0.08% 252
2020
Q2 		$262K Buy
+951
New +$171K 0.06% 269

Other funds holding ZM

BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

PFG Advisors's ZM Position: Q1 2026 in Review

PFG Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 9,745 shares — an estimated $841K sold.

PFG Advisors first reported a position in ZM in Q2 2020 and held it in 8 quarters. The position peaked at $841K in Q4 2025. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • PFG Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • PFG Advisors sold 9,745 Zoom shares in Q1 2026, an estimated $841K.
  • PFG Advisors first reported a position in Zoom in Q2 2020 and held it in 8 quarters.
  • PFG Advisors's Zoom position peaked at $841K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on PFG Advisors's 13F filing for Q1 2026, filed 5 May 2026.