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Synergy Investment Management’s Zoom ZM Stock Holding History

Synergy Investment Management’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 		$10.2K Buy
+110
New +$10.4K ﹤0.01% 630
2025
Q2 		– Sell
-10
Closed -$738 – 588
2025
Q1 		$738 Hold
10
– – ﹤0.01% 580
2024
Q4 		$816 Buy
+10
New +$786 ﹤0.01% 610

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

Synergy Investment Management's ZM Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Zoom (ZM) in Q2 2026: 110 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in ZM as recently as Q1 2025.

Synergy Investment Management first reported a position in ZM in Q4 2024 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Synergy Investment Management held 110 shares of Zoom worth $10.2K as of Q2 2026.
  • Zoom was a new Synergy Investment Management position in Q2 2026.
  • Zoom made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #630 holding.
  • Synergy Investment Management first reported a position in Zoom in Q4 2024 and has held it in 3 quarters since.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.