TLA
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Tanglewood Legacy Advisors’s Zoom ZM Stock Holding History

Tanglewood Legacy 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 		$1.73K Hold
20
– – ﹤0.01% 270
2026
Q1 		$1.61K Hold
20
– – ﹤0.01% 258
2025
Q4 		$1.73K Hold
20
– – ﹤0.01% 257
2025
Q3 		$1.65K Hold
20
– – ﹤0.01% 264
2025
Q2 		$1.56K Hold
20
– – ﹤0.01% 274
2025
Q1 		$1.48K Hold
20
– – ﹤0.01% 285
2024
Q4 		$1.63K Hold
20
– – ﹤0.01% 286
2024
Q3 		$1.4K Hold
20
– – ﹤0.01% 271
2024
Q2 		$1.18K Hold
20
– – ﹤0.01% 277
2024
Q1 		$1.31K Hold
20
– – ﹤0.01% 286
2023
Q4 		$1.44K Hold
20
– – ﹤0.01% 271
2023
Q3 		$1.4K Hold
20
– – ﹤0.01% 278
2023
Q2 		$1.36K Hold
20
– – ﹤0.01% 276
2023
Q1 		$1.48K Buy
+20
New +$1.44K ﹤0.01% 272

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

Tanglewood Legacy Advisors's ZM Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Zoom (ZM) position steady in Q2 2026 at 20 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Tanglewood Legacy Advisors first reported a position in ZM in Q1 2023 and has held it in 14 quarters since. 862 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Tanglewood Legacy Advisors held 20 shares of Zoom worth $1.73K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #270 holding.
  • Tanglewood Legacy Advisors first reported a position in Zoom in Q1 2023 and has held it in 14 quarters since.
  • 862 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.