PFG Investments’s Zoom ZM Stock Holding History

PFG Investments’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	$401K	Buy	4,648 +1,784	+62%	+$169K	0.02%	786
2026 Q1	$230K	Buy	+2,864	New	+$240K	0.01%	995
2024 Q4	–	Sell	-3,275	Closed	-$228K	–	1089
2024 Q3	$228K	Buy	+3,275	New	+$205K	0.01%	839
2023 Q4	–	Sell	-2,924	Closed	-$205K	–	551
2023 Q3	$205K	Buy	+2,924	New	+$203K	0.04%	452
2023 Q2	–	Sell	-3,201	Closed	-$236K	–	544
2023 Q1	$236K	Buy	+3,201	New	+$231K	0.05%	400

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 $3.38T AUM 44.17% 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

PFG Investments's ZM Position: Q2 2026 in Review

PFG Investments increased its Zoom (ZM) stake by 62% in Q2 2026, buying an estimated $169K and bringing the position to 4,648 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #786.

PFG Investments first reported a position in ZM in Q1 2023 and has held it in 5 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

PFG Investments held 4,648 shares of Zoom worth $401K as of Q2 2026.
PFG Investments bought 1,784 Zoom shares in Q2 2026, an estimated $169K.
Zoom made up 0.02% of PFG Investments's portfolio in Q2 2026, its #786 holding.
PFG Investments first reported a position in Zoom in Q1 2023 and has held it in 5 quarters since.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.