QFW
ZM icon

QTR Family Wealth’s Zoom ZM Stock Holding History

QTR Family Wealth’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 		$250K Buy
2,902
+467
+19% +$44.1K 0.09% 260
2026
Q1 		$201K Sell
2,435
-3,956
-62% -$331K 0.08% 280
2025
Q4 		$607K Buy
6,391
+2,313
+57% +$195K 0.27% 87
2025
Q3 		$336K Buy
+4,078
New +$318K 0.16% 139

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 $3.38T AUM 44.17% 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

QTR Family Wealth's ZM Position: Q2 2026 in Review

QTR Family Wealth increased its Zoom (ZM) stake by 19% in Q2 2026, buying an estimated $44.1K and bringing the position to 2,902 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #260.

QTR Family Wealth first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $607K in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • QTR Family Wealth held 2,902 shares of Zoom worth $250K as of Q2 2026.
  • QTR Family Wealth bought 467 Zoom shares in Q2 2026, an estimated $44.1K.
  • Zoom made up 0.09% of QTR Family Wealth's portfolio in Q2 2026, its #260 holding.
  • QTR Family Wealth first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • QTR Family Wealth's Zoom position peaked at $607K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.