WWC
ZM icon

Waypoint Wealth Counsel’s Zoom ZM Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-4,198
Closed -$337K – 241
2026
Q1 		$337K Sell
4,198
-4,619
-52% -$387K 0.17% 123
2025
Q4 		$761K Buy
8,817
+3,252
+58% +$274K 0.28% 67
2025
Q3 		$459K Buy
5,565
+2,609
+88% +$204K 0.18% 106
2025
Q2 		$231K Buy
+2,956
New +$229K 0.11% 156

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 $3.37T AUM 44.26% 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

Waypoint Wealth Counsel's ZM Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Zoom (ZM) in Q2 2026, closing a stake of 4,198 shares — an estimated $337K sold.

Waypoint Wealth Counsel first reported a position in ZM in Q2 2025 and held it in 4 quarters. The position peaked at $761K in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 4,198 Zoom shares in Q2 2026, an estimated $337K.
  • Waypoint Wealth Counsel first reported a position in Zoom in Q2 2025 and held it in 4 quarters.
  • Waypoint Wealth Counsel's Zoom position peaked at $761K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.