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Waverly Advisors’s Zoom ZM Stock Holding History

Waverly 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 		$621K Buy
7,194
+737
+11% +$69.7K ﹤0.01% 1075
2026
Q1 		$519K Sell
6,457
-4,111
-39% -$344K ﹤0.01% 1066
2025
Q4 		$912K Buy
10,568
+5,089
+93% +$428K 0.01% 795
2025
Q3 		$452K Buy
+5,479
New +$427K ﹤0.01% 885

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Waverly Advisors's ZM Position: Q2 2026 in Review

Waverly Advisors increased its Zoom (ZM) stake by 11% in Q2 2026, buying an estimated $69.7K and bringing the position to 7,194 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Waverly Advisors first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $912K in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Waverly Advisors held 7,194 shares of Zoom worth $621K as of Q2 2026.
  • Waverly Advisors bought 737 Zoom shares in Q2 2026, an estimated $69.7K.
  • Zoom made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1075 holding.
  • Waverly Advisors first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Waverly Advisors's Zoom position peaked at $912K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.