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Talon Private Wealth’s Zoom ZM Stock Holding History

Talon Private Wealth’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
Q1 		$641K Buy
+7,979
New +$668K 0.09% 126
2025
Q2 		$60.2K Buy
+772
New +$59.7K 0.01% 194
2025
Q1 		– Sell
-206
Closed -$16.8K – 306
2024
Q4 		$16.8K Sell
206
-4
-2% -$314 ﹤0.01% 196
2024
Q3 		$14.6K Buy
+210
New +$13.1K ﹤0.01% 147

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Talon Private Wealth's ZM Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Zoom (ZM) in Q1 2026: 7,979 shares worth $641K. The stake represents 0.09% of the portfolio and ranks #126 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in ZM as recently as Q2 2025.

Talon Private Wealth first reported a position in ZM in Q3 2024 and has held it in 4 quarters since. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Talon Private Wealth held 7,979 shares of Zoom worth $641K as of Q1 2026.
  • Zoom was a new Talon Private Wealth position in Q1 2026.
  • Zoom made up 0.09% of Talon Private Wealth's portfolio in Q1 2026, its #126 holding.
  • Talon Private Wealth first reported a position in Zoom in Q3 2024 and has held it in 4 quarters since.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.