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Strategic Global Advisors’s Zoom ZM Stock Holding History

Strategic Global 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 		– Sell
-24,227
Closed -$1.95M – 166
2026
Q1 		$1.95M Sell
24,227
-320
-1% -$26.8K 0.31% 79
2025
Q4 		$2.12M Sell
24,547
-520
-2% -$43.8K 0.33% 80
2025
Q3 		$2.07M Hold
25,067
– – 0.31% 82
2025
Q2 		$1.95M Buy
25,067
+1,740
+7% +$135K 0.32% 80
2025
Q1 		$1.72M Sell
23,327
-791
-3% -$63K 0.34% 78
2024
Q4 		$1.97M Buy
24,118
+1,322
+6% +$104K 0.36% 71
2024
Q3 		$1.59M Sell
22,796
-222
-1% -$13.9K 0.31% 77
2024
Q2 		$1.36M Buy
23,018
+444
+2% +$27.3K 0.28% 89
2024
Q1 		$1.48M Sell
22,574
-614
-3% -$40.9K 0.32% 85
2023
Q4 		$1.67M Buy
+23,188
New +$1.53M 0.38% 82

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

Strategic Global Advisors's ZM Position: Q2 2026 in Review

Strategic Global Advisors sold out of Zoom (ZM) in Q2 2026, closing a stake of 24,227 shares — an estimated $1.95M sold.

Strategic Global Advisors first reported a position in ZM in Q4 2023 and held it in 10 quarters. The position peaked at $2.12M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Strategic Global Advisors reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • Strategic Global Advisors sold 24,227 Zoom shares in Q2 2026, an estimated $1.95M.
  • Strategic Global Advisors first reported a position in Zoom in Q4 2023 and held it in 10 quarters.
  • Strategic Global Advisors's Zoom position peaked at $2.12M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.