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Regent Peak Wealth Advisors’s Zoom ZM Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-2,467
Closed -$213K – 213
2025
Q4 		$213K Buy
+2,467
New +$208K 0.04% 176
2021
Q4 		– Sell
-955
Closed -$250K – 174
2021
Q3 		$250K Sell
955
-52
-5% -$17.5K 0.07% 147
2021
Q2 		$381K Buy
1,007
+15
+2% +$5K 0.11% 109
2021
Q1 		$318K Buy
992
+12
+1% +$4.42K 0.1% 114
2020
Q4 		$331K Sell
980
-20
-2% -$8.92K 0.11% 104
2020
Q3 		$470K Buy
1,000
+33
+3% +$10.6K 0.2% 75
2020
Q2 		$245K Buy
+967
New +$174K 0.11% 105

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Regent Peak Wealth Advisors's ZM Position: Q1 2026 in Review

Regent Peak Wealth Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,467 shares — an estimated $213K sold.

Regent Peak Wealth Advisors first reported a position in ZM in Q2 2020 and held it in 7 quarters. The position peaked at $470K in Q3 2020. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Regent Peak Wealth Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,467 Zoom shares in Q1 2026, an estimated $213K.
  • Regent Peak Wealth Advisors first reported a position in Zoom in Q2 2020 and held it in 7 quarters.
  • Regent Peak Wealth Advisors's Zoom position peaked at $470K in Q3 2020.
  • 820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.