Root Financial Partners’s Zoom ZM Stock Holding History

Root Financial Partners’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	–	Sell	-1,069	Closed	-$85.9K	–	3259
2026 Q1	$85.9K	Buy	1,069 +527	+97%	+$44.1K	﹤0.01%	629
2025 Q4	$46.8K	Buy	542 +136	+33%	+$11.4K	﹤0.01%	743
2025 Q3	$33.5K	Buy	+406	New	+$31.7K	﹤0.01%	834

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

Root Financial Partners's ZM Position: Q2 2026 in Review

Root Financial Partners sold out of Zoom (ZM) in Q2 2026, closing a stake of 1,069 shares — an estimated $85.9K sold.

Root Financial Partners first reported a position in ZM in Q3 2025 and held it in 3 quarters. The position peaked at $85.9K in Q1 2026. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Root Financial Partners reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,069 Zoom shares in Q2 2026, an estimated $85.9K.
Root Financial Partners first reported a position in Zoom in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Zoom position peaked at $85.9K in Q1 2026.
869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.