Sherry Group’s Zoom ZM Stock Holding History

Sherry Group’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	$787K	Sell	9,140 -559	-6%	-$52.8K	0.77%	31
2026 Q1	$780K	Sell	9,699 -657	-6%	-$55K	0.85%	28
2025 Q4	$894K	Buy	+10,356	New	+$872K	0.94%	29

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

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

Sherry Group's ZM Position: Q2 2026 in Review

Sherry Group reduced its Zoom (ZM) stake by 5.8% in Q2 2026, selling an estimated $52.8K and leaving 9,140 shares worth $787K. The position accounts for 0.77% of the portfolio, ranked #31.

Sherry Group first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $894K in Q4 2025. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Sherry Group held 9,140 shares of Zoom worth $787K as of Q2 2026.
Sherry Group sold 559 Zoom shares in Q2 2026, an estimated $52.8K.
Zoom made up 0.77% of Sherry Group's portfolio in Q2 2026, its #31 holding.
Sherry Group first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
Sherry Group's Zoom position peaked at $894K in Q4 2025.
866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Sherry Group's 13F filing for Q2 2026, filed 16 Jul 2026.