Raymond James Financial
ZM icon

Raymond James Financial’s Zoom ZM Stock Holding History

Raymond James Financial’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 		$59.5M Sell
689,518
-35,306
-5% -$3.34M 0.02% 842
2026
Q1 		$57.2M Sell
724,824
-227,267
-24% -$19M 0.02% 781
2025
Q4 		$82.2M Buy
952,091
+67,451
+8% +$5.68M 0.03% 589
2025
Q3 		$73M Sell
884,640
-375,050
-30% -$29.3M 0.02% 610
2025
Q2 		$98.2M Sell
1,259,690
-27,861
-2% -$2.15M 0.03% 488
2025
Q1 		$95M Buy
1,287,551
+68,699
+6% +$5.47M 0.04% 454
2024
Q4 		$99.5M Buy
+1,218,852
New +$95.8M 0.04% 438

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

Raymond James Financial's ZM Position: Q2 2026 in Review

Raymond James Financial reduced its Zoom (ZM) stake by 4.9% in Q2 2026, selling an estimated $3.34M and leaving 689,518 shares worth $59.5M. The position accounts for 0.02% of the portfolio, ranked #842.

Raymond James Financial first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $99.5M in Q4 2024. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Raymond James Financial held 689,518 shares of Zoom worth $59.5M as of Q2 2026.
  • Raymond James Financial sold 35,306 Zoom shares in Q2 2026, an estimated $3.34M.
  • Zoom made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #842 holding.
  • Raymond James Financial first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Zoom position peaked at $99.5M in Q4 2024.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.