Twin Peaks Wealth Advisors’s Zoom ZM Stock Holding History

Twin Peaks Wealth 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	–	Sell	-27	Closed	-$2.17K	–	2284
2026 Q1	$2.17K	Buy	+27	New	+$2.26K	﹤0.01%	1684
2025 Q3	–	Sell	-67	Closed	-$4.69K	–	2209
2025 Q2	$4.69K	Buy	+67	New	+$5.18K	﹤0.01%	1335

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's ZM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Zoom (ZM) in Q2 2026, closing a stake of 27 shares — an estimated $2.17K sold.

Twin Peaks Wealth Advisors first reported a position in ZM in Q2 2025 and held it in 2 quarters. The position peaked at $4.69K in Q2 2025. 862 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 27 Zoom shares in Q2 2026, an estimated $2.17K.
Twin Peaks Wealth Advisors first reported a position in Zoom in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Zoom position peaked at $4.69K in Q2 2025.
862 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.