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Summit Trail Advisors’s Zoom ZM Stock Holding History

Summit Trail 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 		$2.44M Buy
28,261
+1,389
+5% +$131K 0.03% 481
2026
Q1 		$2.16M Sell
26,872
-9,118
-25% -$764K 0.03% 472
2025
Q4 		$3.11M Buy
35,990
+5,531
+18% +$466K 0.05% 224
2025
Q3 		$2.51M Buy
30,459
+14,765
+94% +$1.15M 0.03% 329
2025
Q2 		$1.22M Buy
15,694
+3,102
+25% +$240K 0.02% 400
2025
Q1 		$929K Buy
12,592
+6,597
+110% +$526K 0.03% 169
2024
Q4 		$489K Buy
+5,995
New +$471K 0.02% 221
2021
Q4 		– Sell
-936
Closed -$245K – 317
2021
Q3 		$245K Buy
936
+394
+73% +$133K 0.02% 226
2021
Q2 		$210K Sell
542
-315
-37% -$105K 0.02% 202
2021
Q1 		$275K Hold
857
– – 0.03% 162
2020
Q4 		$289K Buy
+857
New +$382K 0.04% 155
2020
Q3 		– Sell
-852
Closed -$216K – 248
2020
Q2 		$216K Buy
+852
New +$153K 0.04% 145

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

Summit Trail Advisors's ZM Position: Q2 2026 in Review

Summit Trail Advisors increased its Zoom (ZM) stake by 5.2% in Q2 2026, buying an estimated $131K and bringing the position to 28,261 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #481.

Summit Trail Advisors first reported a position in ZM in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.11M in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Summit Trail Advisors held 28,261 shares of Zoom worth $2.44M as of Q2 2026.
  • Summit Trail Advisors bought 1,389 Zoom shares in Q2 2026, an estimated $131K.
  • Zoom made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #481 holding.
  • Summit Trail Advisors first reported a position in Zoom in Q2 2020 and has held it in 12 quarters since.
  • Summit Trail Advisors's Zoom position peaked at $3.11M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.