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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
2023
Q2 		– Sell
-160
Closed -$39.5K – 275
2023
Q1 		$39.5K Buy
+160
New +$11.5K 0.02% 196

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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. 562 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.
  • 562 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.