Whipplewood Advisors’s Zoom ZM Stock Holding History

Whipplewood 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	–	Sell	-1,313	Closed	-$106K	–	1047
2026 Q1	$106K	Buy	1,313 +13	+1%	+$1.09K	0.05%	178
2025 Q4	$112K	Hold	1,300	–	–	0.07%	152
2025 Q3	$107K	Sell	1,300 -40	-3%	-$3.12K	0.07%	151
2025 Q2	$104K	Buy	1,340 +1,326	+9,471%	+$103K	0.06%	230
2025 Q1	$2.36K	Sell	14 -12	-46%	-$956	﹤0.01%	852
2024 Q4	$2.12K	Buy	+26	New	+$2.04K	﹤0.01%	861

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

Whipplewood Advisors's ZM Position: Q2 2026 in Review

Whipplewood Advisors sold out of Zoom (ZM) in Q2 2026, closing a stake of 1,313 shares — an estimated $106K sold.

Whipplewood Advisors first reported a position in ZM in Q4 2024 and held it in 6 quarters. The position peaked at $112K in Q4 2025. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Whipplewood Advisors reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 1,313 Zoom shares in Q2 2026, an estimated $106K.
Whipplewood Advisors first reported a position in Zoom in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's Zoom position peaked at $112K in Q4 2025.
866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.