Principia Wealth Advisory’s Zoom ZM Stock Holding History

Principia Wealth Advisory’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	$1.99K	Buy	23 +9	+64%	+$851	﹤0.01%	595
2026 Q1	$1.13K	Hold	14	–	–	﹤0.01%	677
2025 Q4	$1.21K	Sell	14 -1	-7%	-$84	﹤0.01%	612
2025 Q3	$1.24K	Buy	15 +3	+25%	+$234	﹤0.01%	572
2025 Q2	$936	Buy	12 +5	+71%	+$387	﹤0.01%	595
2025 Q1	$503	Sell	7 -5	-42%	-$398	﹤0.01%	567
2024 Q4	$979	Buy	+12	New	+$943	﹤0.01%	370

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

Principia Wealth Advisory's ZM Position: Q2 2026 in Review

Principia Wealth Advisory increased its Zoom (ZM) stake by 64% in Q2 2026, buying an estimated $851 and bringing the position to 23 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Principia Wealth Advisory first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Principia Wealth Advisory held 23 shares of Zoom worth $1.99K as of Q2 2026.
Principia Wealth Advisory bought 9 Zoom shares in Q2 2026, an estimated $851.
Zoom made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #595 holding.
Principia Wealth Advisory first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.