SA
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Sanctuary Advisors’s Zoom ZM Stock Holding History

Sanctuary 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 		$1.21M Sell
14,075
-1,334
-9% -$126K 0.01% 1332
2026
Q1 		$1.24M Sell
15,409
-4,979
-24% -$417K 0.01% 1214
2025
Q4 		$1.76M Buy
20,388
+8,317
+69% +$700K 0.01% 1004
2025
Q3 		$996K Buy
12,071
+3,333
+38% +$260K 0.01% 1289
2025
Q2 		$681K Buy
8,738
+3,177
+57% +$246K ﹤0.01% 1432
2025
Q1 		$410K Sell
5,561
-8,849
-61% -$705K ﹤0.01% 1627
2024
Q4 		$1.26M Sell
14,410
-610
-4% -$48K 0.01% 1113
2024
Q3 		$1.29M Buy
15,020
+2,714
+22% +$170K 0.01% 1123
2024
Q2 		$763K Buy
+12,306
New +$756K 0.01% 1356

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's ZM Position: Q2 2026 in Review

Sanctuary Advisors reduced its Zoom (ZM) stake by 8.7% in Q2 2026, selling an estimated $126K and leaving 14,075 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1332.

Sanctuary Advisors first reported a position in ZM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.76M in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Sanctuary Advisors held 14,075 shares of Zoom worth $1.21M as of Q2 2026.
  • Sanctuary Advisors sold 1,334 Zoom shares in Q2 2026, an estimated $126K.
  • Zoom made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1332 holding.
  • Sanctuary Advisors first reported a position in Zoom in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Zoom position peaked at $1.76M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.