Tru Independence Asset Management 2’s Zoom ZM Stock Holding History

Tru Independence Asset Management 2’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	–	Sell	-4,523	Closed	-$364K	–	103
2026 Q1	$364K	Hold	4,523	–	–	0.22%	64
2025 Q4	$390K	Hold	4,523	–	–	0.24%	62
2025 Q3	$373K	Hold	4,523	–	–	0.25%	70
2025 Q2	$353K	Sell	4,523 -110	-2%	-$8.5K	0.24%	69
2025 Q1	$342K	Sell	4,633 -90	-2%	-$7.17K	0.26%	72
2024 Q4	$385K	Hold	4,723	–	–	0.32%	57
2024 Q3	$329K	Buy	+4,723	New	+$295K	0.28%	60
2023 Q1	$319K	Buy	+4,323	New	+$311K	0.32%	53
2022 Q3	$295K	Buy	4,005 +405	+11%	+$38.6K	0.31%	45
2022 Q2	$389K	Hold	3,600	–	–	0.32%	42
2022 Q1	$422K	Buy	+3,600	New	+$490K	0.24%	51
2021 Q1	–	Sell	-2	Closed	-$1K	–	433
2020 Q4	$1K	Buy	+2	New	+$892	﹤0.01%	434

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Tru Independence Asset Management 2's ZM Position: Q2 2026 in Review

Tru Independence Asset Management 2 sold out of Zoom (ZM) in Q2 2026, closing a stake of 4,523 shares — an estimated $364K sold.

Tru Independence Asset Management 2 first reported a position in ZM in Q4 2020 and held it in 12 quarters. The position peaked at $422K in Q1 2022. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Tru Independence Asset Management 2 reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Tru Independence Asset Management 2 sold 4,523 Zoom shares in Q2 2026, an estimated $364K.
Tru Independence Asset Management 2 first reported a position in Zoom in Q4 2020 and held it in 12 quarters.
Tru Independence Asset Management 2's Zoom position peaked at $422K in Q1 2022.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.