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Principal Securities’s Zoom ZM Stock Holding History

Principal Securities’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 		$433K Buy
5,020
+626
+14% +$59.2K 0.01% 1146
2026
Q1 		$353K Buy
4,394
+1,341
+44% +$112K 0.01% 1129
2025
Q4 		$263K Buy
3,053
+230
+8% +$19.4K ﹤0.01% 1195
2025
Q3 		$233K Buy
2,823
+179
+7% +$14K ﹤0.01% 1223
2025
Q2 		$206K Buy
2,644
+1,861
+238% +$144K ﹤0.01% 1227
2025
Q1 		$63.9K Hold
783
– – ﹤0.01% 1647
2024
Q4 		$63.9K Buy
783
+166
+27% +$13.1K ﹤0.01% 1645
2024
Q3 		$43K Buy
617
+144
+30% +$9K ﹤0.01% 1760
2024
Q2 		$28K Buy
473
+53
+13% +$3.26K ﹤0.01% 1889
2024
Q1 		$27.4K Buy
420
+70
+20% +$4.67K ﹤0.01% 1851
2023
Q4 		$25.1K Buy
+350
New +$23.1K ﹤0.01% 1807

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

Principal Securities's ZM Position: Q2 2026 in Review

Principal Securities increased its Zoom (ZM) stake by 14% in Q2 2026, buying an estimated $59.2K and bringing the position to 5,020 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #1146.

Principal Securities first reported a position in ZM in Q4 2023 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Principal Securities held 5,020 shares of Zoom worth $433K as of Q2 2026.
  • Principal Securities bought 626 Zoom shares in Q2 2026, an estimated $59.2K.
  • Zoom made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1146 holding.
  • Principal Securities first reported a position in Zoom in Q4 2023 and has held it in 11 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.