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Transamerica Financial Advisors’s Zoom ZM Stock Holding History

Transamerica Financial 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 		$32.5K Buy
377
+68
+22% +$6.43K ﹤0.01% 767
2026
Q1 		$24.8K Buy
309
+138
+81% +$11.6K ﹤0.01% 765
2025
Q4 		$14.8K Buy
171
+53
+45% +$4.46K ﹤0.01% 774
2025
Q3 		$9.73K Buy
+118
New +$9.21K ﹤0.01% 728

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

Transamerica Financial Advisors's ZM Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Zoom (ZM) stake by 22% in Q2 2026, buying an estimated $6.43K and bringing the position to 377 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Transamerica Financial Advisors first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Transamerica Financial Advisors held 377 shares of Zoom worth $32.5K as of Q2 2026.
  • Transamerica Financial Advisors bought 68 Zoom shares in Q2 2026, an estimated $6.43K.
  • Zoom made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #767 holding.
  • Transamerica Financial Advisors first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.