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ZM icon

Synergy Financial Group’s Zoom ZM Stock Holding History

Synergy Financial Group’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 		$511K Sell
5,917
-2,265
-28% -$214K 0.37% 56
2026
Q1 		$658K Buy
8,182
+1,081
+15% +$90.5K 0.49% 39
2025
Q4 		$613K Buy
7,101
+44
+0.6% +$3.7K 0.43% 43
2025
Q3 		$582K Sell
7,057
-275
-4% -$21.5K 0.39% 48
2025
Q2 		$572K Sell
7,332
-166
-2% -$12.8K 0.42% 44
2025
Q1 		$553K Buy
7,498
+2,061
+38% +$164K 0.5% 46
2024
Q4 		$444K Buy
5,437
+263
+5% +$20.7K 0.37% 52
2024
Q3 		$361K Hold
5,174
– – 0.34% 53
2024
Q2 		$306K Buy
5,174
+384
+8% +$23.6K 0.32% 58
2024
Q1 		$313K Buy
4,790
+329
+7% +$21.9K 0.35% 59
2023
Q4 		$321K Sell
4,461
-1,400
-24% -$92.6K 0.39% 58
2023
Q3 		$410K Buy
5,861
+106
+2% +$7.36K 0.57% 40
2023
Q2 		$391K Hold
5,755
– – 0.53% 44
2023
Q1 		$425K Hold
5,755
– – 0.69% 36
2022
Q4 		$390K Sell
5,755
-8,105
-58% -$616K 0.77% 35
2022
Q3 		$1.02M Buy
13,860
+610
+5% +$58.1K 1.53% 18
2022
Q2 		$1.43M Buy
13,250
+454
+4% +$47.9K 2.24% 11
2022
Q1 		$1.5M Buy
12,796
+1,308
+11% +$178K 1.58% 15
2021
Q4 		$2.11M Buy
+11,488
New +$2.7M 1.9% 12

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

Synergy Financial Group's ZM Position: Q2 2026 in Review

Synergy Financial Group reduced its Zoom (ZM) stake by 28% in Q2 2026, selling an estimated $214K and leaving 5,917 shares worth $511K. The position accounts for 0.37% of the portfolio, ranked #56.

Synergy Financial Group first reported a position in ZM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.11M in Q4 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Synergy Financial Group held 5,917 shares of Zoom worth $511K as of Q2 2026.
  • Synergy Financial Group sold 2,265 Zoom shares in Q2 2026, an estimated $214K.
  • Zoom made up 0.37% of Synergy Financial Group's portfolio in Q2 2026, its #56 holding.
  • Synergy Financial Group first reported a position in Zoom in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Zoom position peaked at $2.11M in Q4 2021.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.