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Sand Hill Global Advisors’s Zoom ZM Stock Holding History

Sand Hill Global 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
Q1 		– Sell
-117,864
Closed -$10.2M – 211
2025
Q4 		$10.2M Sell
117,864
-12,458
-10% -$1.05M 0.35% 40
2025
Q3 		$10.8M Buy
130,322
+6,712
+5% +$524K 0.38% 39
2025
Q2 		$9.64M Hold
123,610
– – 0.36% 39
2025
Q1 		$9.12M Hold
123,610
– – 0.38% 41
2024
Q4 		$10.1M Buy
123,610
+12,482
+11% +$981K 0.43% 36
2024
Q3 		$7.75M Hold
111,128
– – 0.33% 49
2024
Q2 		$6.58M Buy
+111,128
New +$6.83M 0.3% 56
2021
Q3 		– Sell
-628
Closed -$243K – 172
2021
Q2 		$243K Buy
+628
New +$209K 0.01% 145

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Sand Hill Global Advisors's ZM Position: Q1 2026 in Review

Sand Hill Global Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 117,864 shares — an estimated $10.2M sold.

Sand Hill Global Advisors first reported a position in ZM in Q2 2021 and held it in 8 quarters. The position peaked at $10.8M in Q3 2025. 818 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Sand Hill Global Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Sand Hill Global Advisors sold 117,864 Zoom shares in Q1 2026, an estimated $10.2M.
  • Sand Hill Global Advisors first reported a position in Zoom in Q2 2021 and held it in 8 quarters.
  • Sand Hill Global Advisors's Zoom position peaked at $10.8M in Q3 2025.
  • 818 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.