WT
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Whittier Trust’s Zoom ZM Stock Holding History

Whittier Trust’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 		$340 Buy
+4
New +$378 ﹤0.01% 1326
2025
Q3 		– Sell
-25
Closed -$1.95K – 1633
2025
Q2 		$1.95K Hold
25
– – ﹤0.01% 1413
2025
Q1 		$1.84K Hold
25
– – ﹤0.01% 1400
2024
Q4 		$2.04K Sell
25
-50
-67% -$3.93K ﹤0.01% 1453
2024
Q3 		$5.23K Buy
75
+25
+50% +$1.56K ﹤0.01% 1370
2024
Q2 		$2.96K Sell
50
-75
-60% -$4.61K ﹤0.01% 1398
2024
Q1 		$8.17K Sell
125
-3,700
-97% -$247K ﹤0.01% 1297
2023
Q4 		$275K Buy
3,825
+3,700
+2,960% +$245K ﹤0.01% 583
2023
Q3 		$8.74K Hold
125
– – ﹤0.01% 1293
2023
Q2 		$8.48K Hold
125
– – ﹤0.01% 1290
2023
Q1 		$9.23K Sell
125
-4
-3% -$288 ﹤0.01% 1317
2022
Q4 		$8.74K Sell
129
-430
-77% -$32.7K ﹤0.01% 1320
2022
Q3 		$41K Buy
559
+257
+85% +$24.5K ﹤0.01% 1005
2022
Q2 		$33K Hold
302
– – ﹤0.01% 1052
2022
Q1 		$35K Sell
302
-200
-40% -$27.2K ﹤0.01% 1066
2021
Q4 		$92K Buy
502
+177
+54% +$41.6K ﹤0.01% 845
2021
Q3 		$85K Hold
325
– – ﹤0.01% 817
2021
Q2 		$126K Sell
325
-40
-11% -$13.3K ﹤0.01% 746
2021
Q1 		$117K Sell
365
-87
-19% -$32K ﹤0.01% 749
2020
Q4 		$152K Buy
452
+87
+24% +$38.8K ﹤0.01% 642
2020
Q3 		$172K Buy
365
+200
+121% +$64K ﹤0.01% 601
2020
Q2 		$42K Hold
165
– – ﹤0.01% 825
2020
Q1 		$24K Buy
+165
New +$16.3K ﹤0.01% 952

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

Whittier Trust's ZM Position: Q2 2026 in Review

Whittier Trust opened a new position in Zoom (ZM) in Q2 2026: 4 shares worth $340. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: Whittier Trust previously reported a position in ZM as recently as Q2 2025.

Whittier Trust first reported a position in ZM in Q1 2020 and has held it in 23 quarters since. The position peaked at $275K in Q4 2023. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Whittier Trust held 4 shares of Zoom worth $340 as of Q2 2026.
  • Zoom was a new Whittier Trust position in Q2 2026.
  • Zoom made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1326 holding.
  • Whittier Trust first reported a position in Zoom in Q1 2020 and has held it in 23 quarters since.
  • Whittier Trust's Zoom position peaked at $275K in Q4 2023.
  • 868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.