Wellington Management Group
ZM icon

Wellington Management Group’s Zoom ZM Stock Holding History

Wellington Management Group’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 		$2.62M Buy
30,334
+11,964
+65% +$1.13M ﹤0.01% 1572
2026
Q1 		$1.48M Sell
18,370
-3,784
-17% -$317K ﹤0.01% 1605
2025
Q4 		$1.91M Buy
22,154
+1,024
+5% +$86.2K ﹤0.01% 1609
2025
Q3 		$1.74M Sell
21,130
-250
-1% -$19.5K ﹤0.01% 1668
2025
Q2 		$1.67M Sell
21,380
-9,641
-31% -$745K ﹤0.01% 1616
2025
Q1 		$2.29M Sell
31,021
-696
-2% -$55.5K ﹤0.01% 1527
2024
Q4 		$2.59M Sell
31,717
-25
-0.1% -$1.97K ﹤0.01% 1515
2024
Q3 		$2.21M Sell
31,742
-5,101
-14% -$319K ﹤0.01% 1520
2024
Q2 		$2.18M Sell
36,843
-187,968
-84% -$11.5M ﹤0.01% 1495
2024
Q1 		$14.7M Sell
224,811
-58,197
-21% -$3.88M ﹤0.01% 1018
2023
Q4 		$20.4M Sell
283,008
-271,257
-49% -$17.9M ﹤0.01% 934
2023
Q3 		$38.8M Sell
554,265
-76,071
-12% -$5.28M 0.01% 755
2023
Q2 		$42.8M Buy
630,336
+543,492
+626% +$36.3M 0.01% 750
2023
Q1 		$6.41M Buy
86,844
+63,493
+272% +$4.57M ﹤0.01% 1217
2022
Q4 		$1.58M Buy
23,351
+10,321
+79% +$784K ﹤0.01% 1551
2022
Q3 		$960K Sell
13,030
-16,282
-56% -$1.55M ﹤0.01% 1664
2022
Q2 		$3.17M Buy
29,312
+21,866
+294% +$2.31M ﹤0.01% 1437
2022
Q1 		$873K Sell
7,446
-367
-5% -$49.9K ﹤0.01% 1762
2021
Q4 		$1.44M Sell
7,813
-28,609
-79% -$6.73M ﹤0.01% 1740
2021
Q3 		$9.53M Sell
36,422
-64,113
-64% -$21.6M ﹤0.01% 1302
2021
Q2 		$38.9M Sell
100,535
-18,838
-16% -$6.27M 0.01% 905
2021
Q1 		$38.4M Buy
119,373
+101,281
+560% +$37.3M 0.01% 888
2020
Q4 		$6.1M Buy
18,092
+15,651
+641% +$6.98M ﹤0.01% 1284
2020
Q3 		$1.15M Sell
2,441
-1,960
-45% -$627K ﹤0.01% 1524
2020
Q2 		$1.12M Sell
4,401
-766,513
-99% -$138M ﹤0.01% 1469
2020
Q1 		$113M Sell
770,914
-1,425,708
-65% -$141M 0.03% 439
2019
Q4 		$149M Buy
+2,196,622
New +$151M 0.03% 472

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

Wellington Management Group's ZM Position: Q2 2026 in Review

Wellington Management Group increased its Zoom (ZM) stake by 65% in Q2 2026, buying an estimated $1.13M and bringing the position to 30,334 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Wellington Management Group first reported a position in ZM in Q4 2019 and has held it in 27 quarters since. The position peaked at $149M in Q4 2019. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Wellington Management Group held 30,334 shares of Zoom worth $2.62M as of Q2 2026.
  • Wellington Management Group bought 11,964 Zoom shares in Q2 2026, an estimated $1.13M.
  • Zoom made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1572 holding.
  • Wellington Management Group first reported a position in Zoom in Q4 2019 and has held it in 27 quarters since.
  • Wellington Management Group's Zoom position peaked at $149M in Q4 2019.
  • 866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.