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Rubicon Advisors’s Zoom ZM Stock Holding History

Rubicon 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
Q2 		$275K Buy
+3,187
New +$301K 0.2% 77

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

Rubicon Advisors's ZM Position: Q2 2026 in Review

Rubicon Advisors opened a new position in Zoom (ZM) in Q2 2026: 3,187 shares worth $275K. The stake represents 0.2% of the portfolio and ranks #77 among its holdings.

860 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Rubicon Advisors held 3,187 shares of Zoom worth $275K as of Q2 2026.
  • Zoom was a new Rubicon Advisors position in Q2 2026.
  • Zoom made up 0.2% of Rubicon Advisors's portfolio in Q2 2026, its #77 holding.
  • 860 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Rubicon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.