Savvy Advisors Inc’s Zoom ZM Stock Holding History

Savvy Advisors Inc’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	–	Sell	-3,660	Closed	-$294K	–	1342
2026 Q1	$294K	Sell	3,660 -2,438	-40%	-$204K	0.01%	883
2025 Q4	$526K	Buy	6,098 +3,465	+132%	+$292K	0.02%	548
2025 Q3	$217K	Buy	+2,633	New	+$205K	0.01%	756

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Savvy Advisors Inc's ZM Position: Q2 2026 in Review

Savvy Advisors Inc sold out of Zoom (ZM) in Q2 2026, closing a stake of 3,660 shares — an estimated $294K sold.

Savvy Advisors Inc first reported a position in ZM in Q3 2025 and held it in 3 quarters. The position peaked at $526K in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Savvy Advisors Inc reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Savvy Advisors Inc sold 3,660 Zoom shares in Q2 2026, an estimated $294K.
Savvy Advisors Inc first reported a position in Zoom in Q3 2025 and held it in 3 quarters.
Savvy Advisors Inc's Zoom position peaked at $526K in Q4 2025.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.