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Soltis Investment Advisors’s Zoom ZM Stock Holding History

Soltis Investment 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 		$227K Buy
+2,633
New +$249K 0.01% 588
2026
Q1 		– Sell
-2,917
Closed -$252K – 612
2025
Q4 		$252K Buy
+2,917
New +$246K 0.02% 441
2021
Q1 		– Sell
-848
Closed -$286K – 237
2020
Q4 		$286K Buy
+848
New +$378K 0.05% 182

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

Soltis Investment Advisors's ZM Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in Zoom (ZM) in Q2 2026: 2,633 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in ZM as recently as Q4 2025.

Soltis Investment Advisors first reported a position in ZM in Q4 2020 and has held it in 3 quarters since. The position peaked at $286K in Q4 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Soltis Investment Advisors held 2,633 shares of Zoom worth $227K as of Q2 2026.
  • Zoom was a new Soltis Investment Advisors position in Q2 2026.
  • Zoom made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #588 holding.
  • Soltis Investment Advisors first reported a position in Zoom in Q4 2020 and has held it in 3 quarters since.
  • Soltis Investment Advisors's Zoom position peaked at $286K in Q4 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.