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Physician Wealth Advisors’s Zoom ZM Stock Holding History

Physician Wealth 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
Q2 		$4.92K Buy
57
+16
+39% +$1.51K ﹤0.01% 1104
2026
Q1 		$3.3K Sell
41
-137
-77% -$11.5K ﹤0.01% 1143
2025
Q4 		$15.4K Sell
178
-29
-14% -$2.44K ﹤0.01% 650
2025
Q3 		$17.1K Buy
207
+142
+218% +$11.1K ﹤0.01% 614
2025
Q2 		$5.07K Buy
65
+14
+27% +$1.08K ﹤0.01% 794
2025
Q1 		$3.76K Hold
51
– – ﹤0.01% 781
2024
Q4 		$4.16K Buy
+51
New +$4.01K ﹤0.01% 759

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

Physician Wealth Advisors's ZM Position: Q2 2026 in Review

Physician Wealth Advisors increased its Zoom (ZM) stake by 39% in Q2 2026, buying an estimated $1.51K and bringing the position to 57 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Physician Wealth Advisors first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1K in Q3 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Physician Wealth Advisors held 57 shares of Zoom worth $4.92K as of Q2 2026.
  • Physician Wealth Advisors bought 16 Zoom shares in Q2 2026, an estimated $1.51K.
  • Zoom made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1104 holding.
  • Physician Wealth Advisors first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Zoom position peaked at $17.1K in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.