Vision Financial Markets’s Zoom ZM Stock Holding History

Vision Financial Markets’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	-30	Closed	-$2.41K	–	438
2026 Q1	$2.41K	Hold	30	–	–	﹤0.01%	325
2025 Q4	$2.59K	Hold	30	–	–	﹤0.01%	305
2025 Q3	$2.48K	Hold	30	–	–	﹤0.01%	332
2025 Q2	$2.34K	Hold	30	–	–	﹤0.01%	325
2025 Q1	$2.21K	Buy	+30	New	+$2.39K	﹤0.01%	304

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

Vision Financial Markets's ZM Position: Q2 2026 in Review

Vision Financial Markets sold out of Zoom (ZM) in Q2 2026, closing a stake of 30 shares — an estimated $2.41K sold.

Vision Financial Markets first reported a position in ZM in Q1 2025 and held it in 5 quarters. The position peaked at $2.59K in Q4 2025. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Vision Financial Markets reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Vision Financial Markets sold 30 Zoom shares in Q2 2026, an estimated $2.41K.
Vision Financial Markets first reported a position in Zoom in Q1 2025 and held it in 5 quarters.
Vision Financial Markets's Zoom position peaked at $2.59K in Q4 2025.
869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.