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Westfuller Advisors’s Zoom ZM Stock Holding History

Westfuller Advisors’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 		$10.8K Hold
125
– – ﹤0.01% 474
2026
Q1 		$10K Hold
125
– – ﹤0.01% 437
2025
Q4 		$10.8K Sell
125
-64
-34% -$5.39K ﹤0.01% 460
2025
Q3 		$15.6K Buy
+189
New +$14.7K 0.01% 403

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

Westfuller Advisors's ZM Position: Q2 2026 in Review

Westfuller Advisors held its Zoom (ZM) position steady in Q2 2026 at 125 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Westfuller Advisors first reported a position in ZM in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.6K in Q3 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Westfuller Advisors held 125 shares of Zoom worth $10.8K as of Q2 2026.
  • Westfuller Advisors left its Zoom share count unchanged in Q2 2026.
  • Zoom made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #474 holding.
  • Westfuller Advisors first reported a position in Zoom in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Zoom position peaked at $15.6K in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.