United Capital Financial Advisors’s Zoom ZM Stock Holding History

United Capital 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	$412K	Buy	4,770 +158	+3%	+$14.9K	﹤0.01%	1220
2026 Q1	$371K	Buy	4,612 +1,018	+28%	+$85.3K	﹤0.01%	1224
2025 Q4	$310K	Buy	+3,594	New	+$303K	﹤0.01%	1151
2022 Q1	–	Sell	-1,864	Closed	-$343K	–	1238
2021 Q4	$343K	Sell	1,864 -81	-4%	-$19K	﹤0.01%	980
2021 Q3	$509K	Sell	1,945 -2,917	-60%	-$983K	﹤0.01%	852
2021 Q2	$1.88M	Buy	4,862 +254	+6%	+$84.6K	0.01%	552
2021 Q1	$1.48M	Buy	4,608 +92	+2%	+$33.9K	0.01%	571
2020 Q4	$1.52M	Buy	4,516 +2,514	+126%	+$1.12M	0.01%	567
2020 Q3	$941K	Buy	2,002 +371	+23%	+$119K	0.01%	679
2020 Q2	$414K	Buy	1,631 +249	+18%	+$44.8K	﹤0.01%	929
2020 Q1	$202K	Buy	+1,382	New	+$136K	﹤0.01%	1071

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

United Capital Financial Advisors's ZM Position: Q2 2026 in Review

United Capital Financial Advisors increased its Zoom (ZM) stake by 3.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 4,770 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

United Capital Financial Advisors first reported a position in ZM in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.88M in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

United Capital Financial Advisors held 4,770 shares of Zoom worth $412K as of Q2 2026.
United Capital Financial Advisors bought 158 Zoom shares in Q2 2026, an estimated $14.9K.
Zoom made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1220 holding.
United Capital Financial Advisors first reported a position in Zoom in Q1 2020 and has held it in 11 quarters since.
United Capital Financial Advisors's Zoom position peaked at $1.88M in Q2 2021.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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