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Steward Partners Investment Advisory’s Zoom ZM Stock Holding History

Steward Partners Investment Advisory’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 		$262K Buy
3,033
+953
+46% +$90.1K ﹤0.01% 2077
2026
Q1 		$167K Buy
2,080
+663
+47% +$55.5K ﹤0.01% 2103
2025
Q4 		$122K Buy
1,417
+670
+90% +$56.4K ﹤0.01% 2181
2025
Q3 		$61.6K Sell
747
-235
-24% -$18.3K ﹤0.01% 2501
2025
Q2 		$76.6K Hold
982
– – ﹤0.01% 2262
2025
Q1 		$72.4K Sell
982
-199
-17% -$15.9K ﹤0.01% 2196
2024
Q4 		$96.4K Sell
1,181
-129
-10% -$10.1K ﹤0.01% 2008
2024
Q3 		$91.4K Sell
1,310
-81
-6% -$5.06K ﹤0.01% 1922
2024
Q2 		$82.3K Sell
1,391
-268
-16% -$16.5K ﹤0.01% 1871
2024
Q1 		$108K Sell
1,659
-1,160
-41% -$77.3K ﹤0.01% 1725
2023
Q4 		$203K Buy
2,819
+477
+20% +$31.5K ﹤0.01% 1371
2023
Q3 		$164K Buy
2,342
+65
+3% +$4.51K ﹤0.01% 1380
2023
Q2 		$155K Sell
2,277
-452
-17% -$30.2K ﹤0.01% 1388
2023
Q1 		$202K Buy
2,729
+788
+41% +$56.8K ﹤0.01% 1281
2022
Q4 		$131K Sell
1,941
-1,247
-39% -$94.7K ﹤0.01% 1435
2022
Q3 		$235K Buy
3,188
+6
+0.2% +$571 ﹤0.01% 1138
2022
Q2 		$344K Sell
3,182
-305
-9% -$32.2K 0.01% 982
2022
Q1 		$409K Sell
3,487
-3,105
-47% -$422K 0.01% 995
2021
Q4 		$1.21M Sell
6,592
-1,241
-16% -$292K 0.02% 634
2021
Q3 		$2.05M Sell
7,833
-6,838
-47% -$2.31M 0.04% 453
2021
Q2 		$5.68M Buy
14,671
+4,811
+49% +$1.6M 0.1% 217
2021
Q1 		$3.17M Buy
9,860
+961
+11% +$354K 0.06% 331
2020
Q4 		$3M Sell
8,899
-1,516
-15% -$676K 0.07% 292
2020
Q3 		$4.9M Sell
10,415
-1,053
-9% -$337K 0.12% 180
2020
Q2 		$2.91M Sell
11,468
-824
-7% -$148K 0.08% 238
2020
Q1 		$1.8M Buy
12,292
+10,367
+539% +$1.02M 0.07% 276
2019
Q4 		$130K Buy
1,925
+1,300
+208% +$89.5K ﹤0.01% 1022
2019
Q3 		$47K Sell
625
-6,775
-92% -$610K ﹤0.01% 1385
2019
Q2 		$657K Buy
+7,400
New +$609K 0.02% 493

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

Steward Partners Investment Advisory's ZM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Zoom (ZM) stake by 46% in Q2 2026, buying an estimated $90.1K and bringing the position to 3,033 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Steward Partners Investment Advisory first reported a position in ZM in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.68M in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Steward Partners Investment Advisory held 3,033 shares of Zoom worth $262K as of Q2 2026.
  • Steward Partners Investment Advisory bought 953 Zoom shares in Q2 2026, an estimated $90.1K.
  • Zoom made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2077 holding.
  • Steward Partners Investment Advisory first reported a position in Zoom in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Zoom position peaked at $5.68M in Q2 2021.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.