Phoenix Financial’s Zoom ZM Stock Holding History

Phoenix Financial’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	$2.65M	Buy	30,812 +6,149	+25%	+$581K	0.02%	173
2026 Q1	$1.98M	Buy	+24,663	New	+$2.07M	0.02%	179
2021 Q2	–	Sell	-3,646	Closed	-$1.14M	–	431
2021 Q1	$1.14M	Buy	3,646 +2,550	+233%	+$939K	0.03%	274
2020 Q4	$385K	Sell	1,096 -403	-27%	-$180K	0.01%	271
2020 Q3	$658K	Buy	1,499 +424	+39%	+$136K	0.03%	221
2020 Q2	$253K	Buy	+1,075	New	+$193K	0.01%	274

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 $3.37T AUM 44.26% 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

Phoenix Financial's ZM Position: Q2 2026 in Review

Phoenix Financial increased its Zoom (ZM) stake by 25% in Q2 2026, buying an estimated $581K and bringing the position to 30,812 shares worth $2.65M. The position accounts for 0.02% of the portfolio, ranked #173.

Phoenix Financial first reported a position in ZM in Q2 2020 and has held it in 6 quarters since. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Phoenix Financial held 30,812 shares of Zoom worth $2.65M as of Q2 2026.
Phoenix Financial bought 6,149 Zoom shares in Q2 2026, an estimated $581K.
Zoom made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #173 holding.
Phoenix Financial first reported a position in Zoom in Q2 2020 and has held it in 6 quarters since.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.