Vision Retirement’s Zoom ZM Stock Holding History

Vision Retirement’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	$1.81K	Hold	21	–	–	﹤0.01%	567
2026 Q1	$1.69K	Hold	21	–	–	﹤0.01%	567
2025 Q4	$1.81K	Buy	+21	New	+$1.77K	﹤0.01%	545

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vision Retirement's ZM Position: Q2 2026 in Review

Vision Retirement held its Zoom (ZM) position steady in Q2 2026 at 21 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Vision Retirement first reported a position in ZM in Q4 2025 and has held it in 3 quarters since. 804 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Vision Retirement held 21 shares of Zoom worth $1.81K as of Q2 2026.
Vision Retirement left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #567 holding.
Vision Retirement first reported a position in Zoom in Q4 2025 and has held it in 3 quarters since.
804 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.