Private Trust Company’s Zoom ZM Stock Holding History

Private Trust Company’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	$62.9K	Sell	729 -205	-22%	-$19.4K	0.01%	1273
2026 Q1	$75.1K	Buy	934 +745	+394%	+$62.4K	0.01%	1130
2025 Q4	$16.3K	Sell	189 -3	-2%	-$253	﹤0.01%	1759
2025 Q3	$15.8K	Sell	192 -2	-1%	-$156	﹤0.01%	1735
2025 Q2	$15.1K	Sell	194 -1	-0.5%	-$77	﹤0.01%	1683
2025 Q1	$14.4K	Sell	195 -1	-0.5%	-$80	﹤0.01%	1677
2024 Q4	$16K	Sell	196 -7	-3%	-$550	﹤0.01%	1567
2024 Q3	$14.2K	Buy	203 +10	+5%	+$625	﹤0.01%	1596
2024 Q2	$11.4K	Buy	193 +86	+80%	+$5.28K	﹤0.01%	1641
2024 Q1	$7K	Hold	107	–	–	﹤0.01%	1781
2023 Q4	$7.69K	Sell	107 -14	-12%	-$926	﹤0.01%	1747
2023 Q3	$8.46K	Hold	121	–	–	﹤0.01%	1652
2023 Q2	$8.21K	Buy	121 +14	+13%	+$936	﹤0.01%	1701
2023 Q1	$7.9K	Hold	107	–	–	﹤0.01%	1667
2022 Q4	$7K	Sell	107 -328	-75%	-$24.9K	﹤0.01%	1708
2022 Q3	$32K	Hold	435	–	–	0.01%	1049
2022 Q2	$47K	Buy	+435	New	+$45.9K	0.01%	957

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 $3.38T AUM 44.17% 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

Private Trust Company's ZM Position: Q2 2026 in Review

Private Trust Company reduced its Zoom (ZM) stake by 22% in Q2 2026, selling an estimated $19.4K and leaving 729 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #1273.

Private Trust Company first reported a position in ZM in Q2 2022 and has held it in 17 quarters since. The position peaked at $75.1K in Q1 2026. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Private Trust Company held 729 shares of Zoom worth $62.9K as of Q2 2026.
Private Trust Company sold 205 Zoom shares in Q2 2026, an estimated $19.4K.
Zoom made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1273 holding.
Private Trust Company first reported a position in Zoom in Q2 2022 and has held it in 17 quarters since.
Private Trust Company's Zoom position peaked at $75.1K in Q1 2026.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.