Vontobel Holding’s Zoom ZM Stock Holding History

Vontobel Holding’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	$518K	Buy	+6,000	New	+$567K	﹤0.01%	1037
2026 Q1	–	Sell	-21,000	Closed	-$1.81M	–	1529
2025 Q4	$1.81M	Sell	21,000 -20,000	-49%	-$1.68M	0.01%	607
2025 Q3	$3.38M	Buy	+41,000	New	+$3.2M	0.01%	446

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

Vontobel Holding's ZM Position: Q2 2026 in Review

Vontobel Holding reduced its Zoom (ZM) stake by 64% in Q2 2026, selling an estimated $2.06M and leaving 12,489 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Vontobel Holding first reported a position in ZM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.8M in Q4 2021. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Vontobel Holding held 12,489 shares of Zoom worth $1.08M as of Q2 2026.
Vontobel Holding sold 21,773 Zoom shares in Q2 2026, an estimated $2.06M.
Zoom made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #792 holding.
Vontobel Holding first reported a position in Zoom in Q4 2020 and has held it in 23 quarters since.
Vontobel Holding's Zoom position peaked at $8.8M in Q4 2021.
870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.