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Strategic Investment Solutions’s Zoom ZM Stock Holding History

Strategic Investment Solutions’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 		$43.2K Buy
500
+400
+400% +$37.8K 0.01% 277
2026
Q1 		$8.04K Hold
100
– – ﹤0.01% 446
2025
Q4 		$8.63K Hold
100
– – ﹤0.01% 418
2025
Q3 		$8.25K Hold
100
– – ﹤0.01% 391
2025
Q2 		$7.8K Hold
100
– – ﹤0.01% 387
2025
Q1 		$7.38K Hold
100
– – ﹤0.01% 404
2024
Q4 		$8.16K Buy
+100
New +$7.86K ﹤0.01% 402
2024
Q3 		– Sell
-3,490
Closed – – 700
2024
Q2 		$0 Buy
+3,490
New +$214K ﹤0.01% 607

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

Strategic Investment Solutions's ZM Position: Q2 2026 in Review

Strategic Investment Solutions increased its Zoom (ZM) stake by 400% in Q2 2026, buying an estimated $37.8K and bringing the position to 500 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #277.

Strategic Investment Solutions first reported a position in ZM in Q2 2024 and has held it in 8 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Strategic Investment Solutions held 500 shares of Zoom worth $43.2K as of Q2 2026.
  • Strategic Investment Solutions bought 400 Zoom shares in Q2 2026, an estimated $37.8K.
  • Zoom made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #277 holding.
  • Strategic Investment Solutions first reported a position in Zoom in Q2 2024 and has held it in 8 quarters since.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.