West Branch Capital’s Zoom ZM Stock Holding History

West Branch Capital’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	$432	Sell	5 -11	-69%	-$1.04K	﹤0.01%	324
2026 Q1	$1.29K	Buy	16 +11	+220%	+$921	﹤0.01%	315
2025 Q4	$432	Hold	5	–	–	﹤0.01%	379
2025 Q3	$413	Hold	5	–	–	﹤0.01%	409
2025 Q2	$390	Hold	5	–	–	﹤0.01%	427
2025 Q1	$369	Hold	5	–	–	﹤0.01%	449
2024 Q4	$409	Hold	5	–	–	﹤0.01%	440
2024 Q3	$349	Hold	5	–	–	﹤0.01%	435
2024 Q2	$296	Hold	5	–	–	﹤0.01%	415
2024 Q1	$327	Hold	5	–	–	﹤0.01%	404
2023 Q4	$360	Hold	5	–	–	﹤0.01%	423
2023 Q3	$350	Hold	5	–	–	﹤0.01%	418
2023 Q2	$340	Hold	5	–	–	﹤0.01%	424
2023 Q1	$370	Hold	5	–	–	﹤0.01%	430
2022 Q4	$339	Hold	5	–	–	﹤0.01%	426
2022 Q3	$0	Hold	5	–	–	﹤0.01%	478
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	417
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	415
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	446
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	417
2021 Q2	$2K	Buy	+5	New	+$1.67K	﹤0.01%	415

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

West Branch Capital's ZM Position: Q2 2026 in Review

West Branch Capital reduced its Zoom (ZM) stake by 69% in Q2 2026, selling an estimated $1.04K and leaving 5 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #324.

West Branch Capital first reported a position in ZM in Q2 2021 and has held it in 21 quarters since. The position peaked at $2K in Q2 2021. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

West Branch Capital held 5 shares of Zoom worth $432 as of Q2 2026.
West Branch Capital sold 11 Zoom shares in Q2 2026, an estimated $1.04K.
Zoom made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #324 holding.
West Branch Capital first reported a position in Zoom in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Zoom position peaked at $2K in Q2 2021.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.