Sequoia Financial Advisors’s Zoom ZM Stock Holding History

Sequoia Financial 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	$1.23M	Buy	14,246 +4,026	+39%	+$381K	0.01%	850
2026 Q1	$822K	Sell	10,220 -5,446	-35%	-$456K	﹤0.01%	990
2025 Q4	$1.35M	Buy	15,666 +4,323	+38%	+$364K	0.01%	743
2025 Q3	$936K	Buy	11,343 +6,455	+132%	+$504K	0.01%	815
2025 Q2	$381K	Buy	+4,888	New	+$378K	﹤0.01%	1140
2022 Q3	–	Sell	-1,886	Closed	-$204K	–	598
2022 Q2	$204K	Buy	+1,886	New	+$199K	0.01%	544
2021 Q3	–	Sell	-601	Closed	-$233K	–	473
2021 Q2	$233K	Buy	+601	New	+$200K	0.01%	426
2020 Q4	–	Sell	-814	Closed	-$383K	–	433
2020 Q3	$383K	Buy	+814	New	+$260K	0.02%	261

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 $3.37T AUM 44.26% 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

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

Sequoia Financial Advisors's ZM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Zoom (ZM) stake by 39% in Q2 2026, buying an estimated $381K and bringing the position to 14,246 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #850.

Sequoia Financial Advisors first reported a position in ZM in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Sequoia Financial Advisors held 14,246 shares of Zoom worth $1.23M as of Q2 2026.
Sequoia Financial Advisors bought 4,026 Zoom shares in Q2 2026, an estimated $381K.
Zoom made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #850 holding.
Sequoia Financial Advisors first reported a position in Zoom in Q3 2020 and has held it in 8 quarters since.
Sequoia Financial Advisors's Zoom position peaked at $1.35M in Q4 2025.
863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.