Rothschild Investment LLC’s Zoom ZM Stock Holding History

Rothschild Investment LLC’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	$613K	Buy	7,099 +226	+3%	+$21.4K	0.02%	536
2026 Q1	$553K	Sell	6,873 -2,807	-29%	-$235K	0.03%	373
2025 Q4	$835K	Buy	9,680 +4,475	+86%	+$377K	0.05%	271
2025 Q3	$429K	Buy	5,205 +5,190	+34,600%	+$405K	0.02%	391
2025 Q2	$1.17K	Sell	15 -6	-29%	-$464	﹤0.01%	2381
2025 Q1	$1.55K	Buy	21 +14	+200%	+$1.12K	﹤0.01%	2064
2024 Q4	$571	Sell	7 -6	-46%	-$472	﹤0.01%	2480
2024 Q3	$907	Buy	13 +9	+225%	+$563	﹤0.01%	2237
2024 Q2	$237	Hold	4	–	–	﹤0.01%	2425
2024 Q1	$261	Hold	4	–	–	﹤0.01%	1626
2023 Q4	$288	Buy	+4	New	+$265	﹤0.01%	1262

Other funds holding ZM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SCP

Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rothschild Investment LLC's ZM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Zoom (ZM) stake by 3.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 7,099 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #536.

Rothschild Investment LLC first reported a position in ZM in Q4 2023 and has held it in 11 quarters since. The position peaked at $835K in Q4 2025. 407 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Rothschild Investment LLC held 7,099 shares of Zoom worth $613K as of Q2 2026.
Rothschild Investment LLC bought 226 Zoom shares in Q2 2026, an estimated $21.4K.
Zoom made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #536 holding.
Rothschild Investment LLC first reported a position in Zoom in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Zoom position peaked at $835K in Q4 2025.
407 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.