WA
ZM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Waverly Advisors's ZM Position: Q1 2026 in Review

Waverly Advisors reduced its Zoom (ZM) stake by 39% in Q1 2026, selling an estimated $344K and leaving 6,457 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Waverly Advisors first reported a position in ZM in Q3 2025 and has held it in 3 quarters since. The position peaked at $912K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Waverly Advisors held 6,457 shares of Zoom worth $519K as of Q1 2026.
  • Waverly Advisors sold 4,111 Zoom shares in Q1 2026, an estimated $344K.
  • Zoom made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1066 holding.
  • Waverly Advisors first reported a position in Zoom in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Zoom position peaked at $912K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.