Pinnacle Associates’s Zoom ZM Stock Holding History

Pinnacle Associates’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	$309K	Sell	3,844 -2,776	-42%	-$233K	﹤0.01%	788
2025 Q4	$571K	Buy	+6,620	New	+$557K	0.01%	625
2022 Q1	–	Sell	-1,745	Closed	-$321K	–	816
2021 Q4	$321K	Buy	+1,745	New	+$410K	0.01%	652
2021 Q3	–	Sell	-716	Closed	-$277K	–	789
2021 Q2	$277K	Sell	716 -500	-41%	-$167K	0.01%	663
2021 Q1	$391K	Buy	1,216 +381	+46%	+$140K	0.01%	570
2020 Q4	$282K	Sell	835 -30	-3%	-$13.4K	0.01%	604
2020 Q3	$407K	Buy	+865	New	+$277K	0.01%	530

Other funds holding ZM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pinnacle Associates's ZM Position: Q1 2026 in Review

Pinnacle Associates reduced its Zoom (ZM) stake by 42% in Q1 2026, selling an estimated $233K and leaving 3,844 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Pinnacle Associates first reported a position in ZM in Q3 2020 and has held it in 7 quarters since. The position peaked at $571K in Q4 2025. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Pinnacle Associates held 3,844 shares of Zoom worth $309K as of Q1 2026.
Pinnacle Associates sold 2,776 Zoom shares in Q1 2026, an estimated $233K.
Zoom made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #788 holding.
Pinnacle Associates first reported a position in Zoom in Q3 2020 and has held it in 7 quarters since.
Pinnacle Associates's Zoom position peaked at $571K in Q4 2025.
815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.