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Royal Fund Management’s Zoom ZM Stock Holding History

Royal Fund 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
2024
Q4 		– Sell
-200
Closed -$13.9K – 369
2024
Q3 		$13.9K Sell
200
-200
-50% -$12.5K ﹤0.01% 345
2024
Q2 		$23.7K Sell
400
-41,000
-99% -$2.52M ﹤0.01% 278
2024
Q1 		$2.71M Buy
41,400
+29,700
+254% +$1.98M 0.27% 109
2023
Q4 		$841K Buy
11,700
+400
+4% +$26.5K 0.09% 198
2023
Q3 		$790K Buy
+11,300
New +$784K 0.11% 183

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

Royal Fund Management's ZM Position: Q2 2026 in Review

Royal Fund Management opened a new position in Zoom (ZM) in Q2 2026: 4,900 shares worth $423K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings. This is a return to the name: Royal Fund Management previously reported a position in ZM as recently as Q3 2024.

Royal Fund Management first reported a position in ZM in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.98M in Q1 2024. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Royal Fund Management held 4,900 shares of Zoom worth $423K as of Q2 2026.
  • Zoom was a new Royal Fund Management position in Q2 2026.
  • Zoom made up 0.04% of Royal Fund Management's portfolio in Q2 2026, its #225 holding.
  • Royal Fund Management first reported a position in Zoom in Q3 2023 and has held it in 6 quarters since.
  • Royal Fund Management's Zoom position peaked at $2.98M in Q1 2024.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.