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Waddell & Associates’s Zoom ZM Stock Holding History

Waddell & Associates’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 		$782K Buy
9,058
+2,502
+38% +$237K 0.04% 164
2026
Q1 		$527K Sell
6,556
-2,660
-29% -$223K 0.03% 224
2025
Q4 		$795K Buy
9,216
+3,713
+67% +$313K 0.05% 112
2025
Q3 		$454K Buy
+5,503
New +$429K 0.04% 151

Other funds holding ZM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

Waddell & Associates's ZM Position: Q2 2026 in Review

Waddell & Associates increased its Zoom (ZM) stake by 38% in Q2 2026, buying an estimated $237K and bringing the position to 9,058 shares worth $782K. The position accounts for 0.04% of the portfolio, ranked #164.

Waddell & Associates first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $795K in Q4 2025. 222 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Waddell & Associates held 9,058 shares of Zoom worth $782K as of Q2 2026.
  • Waddell & Associates bought 2,502 Zoom shares in Q2 2026, an estimated $237K.
  • Zoom made up 0.04% of Waddell & Associates's portfolio in Q2 2026, its #164 holding.
  • Waddell & Associates first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Waddell & Associates's Zoom position peaked at $795K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.