SOA Wealth Advisors’s Zoom ZM Stock Holding History

SOA Wealth 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	$1.21K	Hold	14	–	–	﹤0.01%	792
2026 Q1	$1.13K	Hold	14	–	–	﹤0.01%	743
2025 Q4	$1.21K	Hold	14	–	–	﹤0.01%	745
2025 Q3	$1.16K	Hold	14	–	–	﹤0.01%	759
2025 Q2	$1.09K	Sell	14 -100	-88%	-$7.73K	﹤0.01%	748
2025 Q1	$8.41K	Buy	114 +100	+714%	+$7.97K	﹤0.01%	575
2024 Q4	$1.14K	Hold	14	–	–	﹤0.01%	724
2024 Q3	$976	Hold	14	–	–	﹤0.01%	717
2024 Q2	$829	Hold	14	–	–	﹤0.01%	736
2024 Q1	$915	Hold	14	–	–	﹤0.01%	771
2023 Q4	$1.01K	Hold	14	–	–	﹤0.01%	754
2023 Q3	$979	Hold	14	–	–	﹤0.01%	775
2023 Q2	$950	Hold	14	–	–	﹤0.01%	786
2023 Q1	$1.03K	Buy	+14	New	+$1.01K	﹤0.01%	787
2022 Q4	–	Sell	-14	Closed	-$1K	–	1019
2022 Q3	$1K	Sell	14 -30	-68%	-$2.86K	﹤0.01%	805
2022 Q2	$4K	Sell	44 -423	-91%	-$44.6K	﹤0.01%	628
2022 Q1	$54K	Sell	467 -64	-12%	-$8.7K	0.01%	302
2021 Q4	$101K	Sell	531 -5,110	-91%	-$1.2M	0.02%	216
2021 Q3	$1.48M	Sell	5,641 -213	-4%	-$71.8K	0.38%	56
2021 Q2	$2.27M	Buy	5,854 +930	+19%	+$310K	0.58%	43
2021 Q1	$1.58M	Buy	4,924 +4,910	+35,071%	+$1.81M	0.44%	53
2020 Q4	$6K	Buy	+14	New	+$6.24K	﹤0.01%	597

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

SOA Wealth Advisors's ZM Position: Q2 2026 in Review

SOA Wealth Advisors held its Zoom (ZM) position steady in Q2 2026 at 14 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

SOA Wealth Advisors first reported a position in ZM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.27M in Q2 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

SOA Wealth Advisors held 14 shares of Zoom worth $1.21K as of Q2 2026.
SOA Wealth Advisors left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #792 holding.
SOA Wealth Advisors first reported a position in Zoom in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Zoom position peaked at $2.27M in Q2 2021.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.