SWIM
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Smallwood Wealth Investment Management’s Zoom ZM Stock Holding History

Smallwood Wealth Investment Management’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 		$2.5K Hold
29
– – ﹤0.01% 398
2026
Q1 		$2.33K Hold
29
– – ﹤0.01% 402
2025
Q4 		$2.5K Buy
29
+7
+32% +$589 ﹤0.01% 387
2025
Q3 		$1.81K Hold
22
– – ﹤0.01% 401
2025
Q2 		$1.72K Hold
22
– – ﹤0.01% 416
2025
Q1 		$1.62K Buy
+22
New +$1.75K ﹤0.01% 397

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 $3.38T AUM 44.17% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Smallwood Wealth Investment Management's ZM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Zoom (ZM) position steady in Q2 2026 at 29 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Smallwood Wealth Investment Management first reported a position in ZM in Q1 2025 and has held it in 6 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Smallwood Wealth Investment Management held 29 shares of Zoom worth $2.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #398 holding.
  • Smallwood Wealth Investment Management first reported a position in Zoom in Q1 2025 and has held it in 6 quarters since.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.