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Savant Capital’s Zoom ZM Stock Holding History

Savant Capital’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 		$685K Buy
8,087
+837
+12% +$79.1K ﹤0.01% 1054
2026
Q1 		$583K Buy
7,250
+3,266
+82% +$274K ﹤0.01% 830
2025
Q4 		$344K Buy
3,984
+352
+10% +$29.6K ﹤0.01% 988
2025
Q3 		$300K Sell
3,632
-434
-11% -$33.9K ﹤0.01% 1033
2025
Q2 		$317K Buy
+4,066
New +$314K ﹤0.01% 935
2025
Q1 		– Sell
-34,400
Closed -$2.81M – 1459
2024
Q4 		$2.81M Buy
34,400
+1,773
+5% +$139K 0.02% 350
2024
Q3 		$2.28M Sell
32,627
-8,416
-21% -$526K 0.02% 397
2024
Q2 		$2.43M Sell
41,043
-11,206
-21% -$688K 0.02% 331
2024
Q1 		$3.42M Buy
+52,249
New +$3.48M 0.04% 234

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Savant Capital's ZM Position: Q2 2026 in Review

Savant Capital increased its Zoom (ZM) stake by 12% in Q2 2026, buying an estimated $79.1K and bringing the position to 8,087 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Savant Capital first reported a position in ZM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.42M in Q1 2024. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Savant Capital held 8,087 shares of Zoom worth $685K as of Q2 2026.
  • Savant Capital bought 837 Zoom shares in Q2 2026, an estimated $79.1K.
  • Zoom made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1054 holding.
  • Savant Capital first reported a position in Zoom in Q1 2024 and has held it in 9 quarters since.
  • Savant Capital's Zoom position peaked at $3.42M in Q1 2024.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.