PAG
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Private Advisor Group’s Zoom ZM Stock Holding History

Private Advisor 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
2024
Q3 		– Sell
-30,000
Closed -$782 – 2523
2024
Q2 		$782 Buy
+30,000
New +$1.84M ﹤0.01% 2345

Other funds holding ZM

BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Private Advisor Group's ZM Position: Q1 2026 in Review

Private Advisor Group increased its Zoom (ZM) stake by 14% in Q1 2026, buying an estimated $56.9K and bringing the position to 5,703 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Private Advisor Group first reported a position in ZM in Q1 2020 and has held it in 20 quarters since. The position peaked at $7.27M in Q1 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Private Advisor Group held 5,703 shares of Zoom worth $458K as of Q1 2026.
  • Private Advisor Group bought 679 Zoom shares in Q1 2026, an estimated $56.9K.
  • Zoom made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1920 holding.
  • Private Advisor Group first reported a position in Zoom in Q1 2020 and has held it in 20 quarters since.
  • Private Advisor Group's Zoom position peaked at $7.27M in Q1 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.