Regal Investment Advisors’s Zoom ZM Stock Holding History

Regal Investment Advisors’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	$2.44M	Buy	28,265 +503	+2%	+$47.6K	0.13%	190
2026 Q1	$2.23M	Buy	+27,762	New	+$2.33M	0.13%	184

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

Regal Investment Advisors's ZM Position: Q2 2026 in Review

Regal Investment Advisors increased its Zoom (ZM) stake by 1.8% in Q2 2026, buying an estimated $47.6K and bringing the position to 28,265 shares worth $2.44M. The position accounts for 0.13% of the portfolio, ranked #190.

Regal Investment Advisors first reported a position in ZM in Q1 2026 and has held it in 2 quarters since. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Regal Investment Advisors held 28,265 shares of Zoom worth $2.44M as of Q2 2026.
Regal Investment Advisors bought 503 Zoom shares in Q2 2026, an estimated $47.6K.
Zoom made up 0.13% of Regal Investment Advisors's portfolio in Q2 2026, its #190 holding.
Regal Investment Advisors first reported a position in Zoom in Q1 2026 and has held it in 2 quarters since.
866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.