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Swan Capital’s Zoom ZM Stock Holding History

Swan Capital’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 		$17.3K Hold
200
– – 0.01% 157
2026
Q1 		$16.1K Hold
200
– – 0.01% 148
2025
Q4 		$17.3K Hold
200
– – 0.01% 136
2025
Q3 		$16.5K Hold
200
– – 0.01% 133
2025
Q2 		$15.6K Hold
200
– – 0.01% 128
2025
Q1 		$14.8K Hold
200
– – 0.01% 118
2024
Q4 		$16.3K Hold
200
– – 0.01% 108
2024
Q3 		$13.9K Hold
200
– – 0.01% 128
2024
Q2 		$11.8K Buy
+200
New +$12.3K 0.01% 122

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

Swan Capital's ZM Position: Q2 2026 in Review

Swan Capital held its Zoom (ZM) position steady in Q2 2026 at 200 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #157.

Swan Capital first reported a position in ZM in Q2 2024 and has held it in 9 quarters since. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Swan Capital held 200 shares of Zoom worth $17.3K as of Q2 2026.
  • Swan Capital left its Zoom share count unchanged in Q2 2026.
  • Zoom made up 0.01% of Swan Capital's portfolio in Q2 2026, its #157 holding.
  • Swan Capital first reported a position in Zoom in Q2 2024 and has held it in 9 quarters since.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.