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Wedbush Securities’s Zoom ZM Stock Holding History

Wedbush Securities’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 		$256K Buy
+2,967
New +$280K 0.01% 1059
2024
Q3 		– Sell
-3,850
Closed -$228K – 1260
2024
Q2 		$228K Sell
3,850
-2,006
-34% -$123K 0.01% 1001
2024
Q1 		$383K Buy
5,856
+683
+13% +$45.5K 0.01% 753
2023
Q4 		$372K Sell
5,173
-568
-10% -$37.6K 0.02% 674
2023
Q3 		$402K Sell
5,741
-634
-10% -$44K 0.02% 600
2023
Q2 		$433K Sell
6,375
-19
-0.3% -$1.27K 0.02% 599
2023
Q1 		$472K Buy
6,394
+810
+15% +$58.4K 0.02% 559
2022
Q4 		$378K Sell
5,584
-740
-12% -$56.2K 0.02% 620
2022
Q3 		$465K Sell
6,324
-715
-10% -$68.1K 0.03% 532
2022
Q2 		$760K Sell
7,039
-1,770
-20% -$187K 0.04% 370
2022
Q1 		$1.03M Buy
8,809
+1,106
+14% +$150K 0.05% 333
2021
Q4 		$1.42M Sell
7,703
-1,471
-16% -$346K 0.06% 272
2021
Q3 		$2.4M Buy
9,174
+530
+6% +$179K 0.11% 152
2021
Q2 		$3.35M Sell
8,644
-271
-3% -$90.3K 0.16% 107
2021
Q1 		$2.86M Buy
8,915
+3,251
+57% +$1.2M 0.16% 107
2020
Q4 		$1.91M Sell
5,664
-1,423
-20% -$634K 0.17% 128
2020
Q3 		$3.33M Sell
7,087
-892
-11% -$285K 0.32% 61
2020
Q2 		$2.02M Sell
7,979
-1,611
-17% -$290K 0.19% 114
2020
Q1 		$1.4M Buy
9,590
+6,017
+168% +$594K 0.17% 129
2019
Q4 		$243K Sell
3,573
-259
-7% -$17.8K 0.02% 768
2019
Q3 		$292K Buy
3,832
+1,352
+55% +$122K 0.03% 649
2019
Q2 		$220K Buy
+2,480
New +$204K 0.02% 777

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

Wedbush Securities's ZM Position: Q2 2026 in Review

Wedbush Securities opened a new position in Zoom (ZM) in Q2 2026: 2,967 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #1059 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in ZM as recently as Q2 2024.

Wedbush Securities first reported a position in ZM in Q2 2019 and has held it in 22 quarters since. The position peaked at $3.35M in Q2 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Wedbush Securities held 2,967 shares of Zoom worth $256K as of Q2 2026.
  • Zoom was a new Wedbush Securities position in Q2 2026.
  • Zoom made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1059 holding.
  • Wedbush Securities first reported a position in Zoom in Q2 2019 and has held it in 22 quarters since.
  • Wedbush Securities's Zoom position peaked at $3.35M in Q2 2021.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.