PAG
ZM icon

Poinciana Advisors Group’s Zoom ZM Stock Holding History

Poinciana Advisors Group’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 		$256K Sell
2,964
-1,342
-31% -$127K 0.19% 87
2026
Q1 		$346K Hold
4,306
– – 0.27% 64
2025
Q4 		$372K Sell
4,306
-36
-0.8% -$3.03K 0.29% 59
2025
Q3 		$358K Sell
4,342
-919
-17% -$71.7K 0.3% 57
2025
Q2 		$410K Buy
5,261
+433
+9% +$33.5K 0.37% 44
2025
Q1 		$356K Sell
4,828
-63
-1% -$5.02K 0.37% 46
2024
Q4 		$399K Buy
+4,891
New +$385K 0.4% 34

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Poinciana Advisors Group's ZM Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Zoom (ZM) stake by 31% in Q2 2026, selling an estimated $127K and leaving 2,964 shares worth $256K. The position accounts for 0.19% of the portfolio, ranked #87.

Poinciana Advisors Group first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $410K in Q2 2025. 436 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Poinciana Advisors Group held 2,964 shares of Zoom worth $256K as of Q2 2026.
  • Poinciana Advisors Group sold 1,342 Zoom shares in Q2 2026, an estimated $127K.
  • Zoom made up 0.19% of Poinciana Advisors Group's portfolio in Q2 2026, its #87 holding.
  • Poinciana Advisors Group first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
  • Poinciana Advisors Group's Zoom position peaked at $410K in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.