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Silver Oak Securities’s Zoom ZM Stock Holding History

Silver Oak Securities’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 		$379K Sell
4,388
-100
-2% -$9.45K 0.02% 550
2026
Q1 		$361K Sell
4,488
-10
-0.2% -$838 0.03% 534
2025
Q4 		$388K Sell
4,498
-49
-1% -$4.12K 0.03% 536
2025
Q3 		$375K Buy
+4,547
New +$355K 0.03% 512

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

Silver Oak Securities's ZM Position: Q2 2026 in Review

Silver Oak Securities reduced its Zoom (ZM) stake by 2.2% in Q2 2026, selling an estimated $9.45K and leaving 4,388 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #550.

Silver Oak Securities first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $388K in Q4 2025. 863 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Silver Oak Securities held 4,388 shares of Zoom worth $379K as of Q2 2026.
  • Silver Oak Securities sold 100 Zoom shares in Q2 2026, an estimated $9.45K.
  • Zoom made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #550 holding.
  • Silver Oak Securities first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Silver Oak Securities's Zoom position peaked at $388K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.