West Family Investments’s Zoom ZM Stock Holding History

West Family Investments’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	$371K	Buy	+4,301	New	+$407K	0.11%	260
2026 Q1	–	Sell	-3,281	Closed	-$283K	–	365
2025 Q4	$283K	Buy	3,281 +473	+17%	+$39.8K	0.07%	269
2025 Q3	$232K	Buy	+2,808	New	+$219K	0.05%	322
2024 Q1	–	Sell	-16,355	Closed	-$1.14M	–	274
2023 Q4	$1.14M	Hold	16,355	–	–	0.39%	53
2023 Q3	$1.14M	Hold	16,355	–	–	0.4%	53
2023 Q2	$1.11M	Buy	16,355 +28	+0.2%	+$1.87K	0.43%	53
2023 Q1	$1.21M	Buy	16,327 +327	+2%	+$23.6K	0.48%	51
2022 Q4	$1.08M	Sell	16,000 -45	-0.3%	-$3.42K	0.37%	56
2022 Q3	$1.18M	Sell	16,045 -2,277	-12%	-$217K	0.49%	43
2022 Q2	$1.98M	Buy	18,322 +1,700	+10%	+$179K	0.78%	26
2022 Q1	$1.95M	Buy	16,622 +15,524	+1,414%	+$2.11M	0.55%	34
2021 Q4	$202K	Buy	+1,098	New	+$258K	0.06%	302
2021 Q3	–	Sell	-1,031	Closed	-$399K	–	392
2021 Q2	$399K	Buy	+1,031	New	+$343K	0.11%	172

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 $3.38T AUM 44.17% 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 Family Investments's ZM Position: Q2 2026 in Review

West Family Investments opened a new position in Zoom (ZM) in Q2 2026: 4,301 shares worth $371K. The stake represents 0.11% of the portfolio and ranks #260 among its holdings. This is a return to the name: West Family Investments previously reported a position in ZM as recently as Q4 2025.

West Family Investments first reported a position in ZM in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.98M in Q2 2022. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

West Family Investments held 4,301 shares of Zoom worth $371K as of Q2 2026.
Zoom was a new West Family Investments position in Q2 2026.
Zoom made up 0.11% of West Family Investments's portfolio in Q2 2026, its #260 holding.
West Family Investments first reported a position in Zoom in Q2 2021 and has held it in 13 quarters since.
West Family Investments's Zoom position peaked at $1.98M in Q2 2022.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.