SFI
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Siemens Fonds Invest’s Zoom ZM Stock Holding History

Siemens Fonds Invest’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 		$564K Sell
6,534
-2,063
-24% -$195K 0.03% 334
2026
Q1 		$691K Buy
8,597
+213
+3% +$17.8K 0.04% 289
2025
Q4 		$724K Buy
8,384
+2,957
+54% +$249K 0.04% 284
2025
Q3 		$448K Sell
5,427
-38
-0.7% -$2.96K 0.02% 330
2025
Q2 		$426K Buy
5,465
+577
+12% +$44.6K 0.03% 333
2025
Q1 		$361K Buy
4,888
+156
+3% +$12.4K 0.02% 331
2024
Q4 		$391K Buy
4,732
+174
+4% +$13.7K 0.03% 334
2024
Q3 		$318K Buy
+4,558
New +$285K 0.03% 351
2024
Q1 		– Sell
-3,007
Closed -$216K – 444
2023
Q4 		$216K Sell
3,007
-947
-24% -$62.6K 0.02% 399
2023
Q3 		$277K Sell
3,954
-5,353
-58% -$372K 0.03% 324
2023
Q2 		$629K Hold
9,307
– – 0.06% 218
2023
Q1 		$687K Hold
9,307
– – 0.07% 205
2022
Q4 		$630K Sell
9,307
-207
-2% -$15.7K 0.06% 211
2022
Q3 		$700K Hold
9,514
– – 0.08% 197
2022
Q2 		$1.03M Hold
9,514
– – 0.11% 168
2022
Q1 		$1.11M Hold
9,514
– – 0.09% 183
2021
Q4 		$1.81M Buy
9,514
+2,567
+37% +$604K 0.12% 159
2021
Q3 		$1.82M Buy
+6,947
New +$2.34M 0.12% 152

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

Siemens Fonds Invest's ZM Position: Q2 2026 in Review

Siemens Fonds Invest reduced its Zoom (ZM) stake by 24% in Q2 2026, selling an estimated $195K and leaving 6,534 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #334.

Siemens Fonds Invest first reported a position in ZM in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.82M in Q3 2021. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Siemens Fonds Invest held 6,534 shares of Zoom worth $564K as of Q2 2026.
  • Siemens Fonds Invest sold 2,063 Zoom shares in Q2 2026, an estimated $195K.
  • Zoom made up 0.03% of Siemens Fonds Invest's portfolio in Q2 2026, its #334 holding.
  • Siemens Fonds Invest first reported a position in Zoom in Q3 2021 and has held it in 18 quarters since.
  • Siemens Fonds Invest's Zoom position peaked at $1.82M in Q3 2021.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.