Rockefeller Capital Management
ZM icon

Rockefeller Capital Management’s Zoom ZM Stock Holding History

Rockefeller Capital Management’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 		$12.6M Sell
146,253
-67,641
-32% -$6.39M 0.02% 641
2026
Q1 		$17.2M Sell
213,894
-179,710
-46% -$15.1M 0.03% 484
2025
Q4 		$34M Buy
393,604
+389,661
+9,882% +$32.8M 0.06% 304
2025
Q3 		$325K Buy
+3,943
New +$308K ﹤0.01% 1976
2025
Q1 		– Sell
-12,434
Closed -$1.01M – 1747
2024
Q4 		$1.01M Sell
12,434
-2,522
-17% -$198K ﹤0.01% 1243
2024
Q3 		$1.04M Sell
14,956
-193,536
-93% -$12.1M ﹤0.01% 1212
2024
Q2 		$12.3M Buy
208,492
+197,940
+1,876% +$12.2M 0.04% 445
2024
Q1 		$690K Sell
10,552
-1,694
-14% -$113K ﹤0.01% 1380
2023
Q4 		$881K Sell
12,246
-1,512
-11% -$100K ﹤0.01% 1189
2023
Q3 		$962K Sell
13,758
-2,086
-13% -$145K ﹤0.01% 1091
2023
Q2 		$1.08M Buy
15,844
+1,663
+12% +$111K ﹤0.01% 1059
2023
Q1 		$1.05M Sell
14,181
-671
-5% -$48.3K ﹤0.01% 1056
2022
Q4 		$1M Sell
14,852
-2,901
-16% -$220K 0.01% 1004
2022
Q3 		$1.3M Buy
17,753
+2,113
+14% +$201K 0.01% 920
2022
Q2 		$1.69M Buy
15,640
+1,691
+12% +$178K 0.01% 819
2022
Q1 		$1.63M Buy
13,949
+4,433
+47% +$603K 0.01% 871
2021
Q4 		$1.75M Buy
9,516
+487
+5% +$115K 0.01% 852
2021
Q3 		$2.36M Buy
9,029
+607
+7% +$205K 0.01% 711
2021
Q2 		$3.26M Sell
8,422
-1,013
-11% -$337K 0.02% 582
2021
Q1 		$3.03M Buy
9,435
+855
+10% +$315K 0.02% 475
2020
Q4 		$2.89M Buy
8,580
+4,469
+109% +$1.99M 0.02% 434
2020
Q3 		$1.93M Buy
4,111
+685
+20% +$219K 0.02% 432
2020
Q2 		$869K Sell
3,426
-2,822
-45% -$508K 0.01% 572
2020
Q1 		$913K Buy
6,248
+4,248
+212% +$419K 0.01% 497
2019
Q4 		$136K Buy
+2,000
New +$138K ﹤0.01% 873

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 $3.37T AUM 44.26% 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

Rockefeller Capital Management's ZM Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Zoom (ZM) stake by 32% in Q2 2026, selling an estimated $6.39M and leaving 146,253 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #641.

Rockefeller Capital Management first reported a position in ZM in Q4 2019 and has held it in 25 quarters since. The position peaked at $34M in Q4 2025. 862 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Rockefeller Capital Management held 146,253 shares of Zoom worth $12.6M as of Q2 2026.
  • Rockefeller Capital Management sold 67,641 Zoom shares in Q2 2026, an estimated $6.39M.
  • Zoom made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #641 holding.
  • Rockefeller Capital Management first reported a position in Zoom in Q4 2019 and has held it in 25 quarters since.
  • Rockefeller Capital Management's Zoom position peaked at $34M in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.