Winnow Wealth’s Zoom ZM Stock Holding History

Winnow Wealth’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	$834K	Sell	9,668 -400	-4%	-$37.8K	0.57%	58
2026 Q1	$809K	Sell	10,068 -624	-6%	-$52.3K	0.62%	59
2025 Q4	$930K	Sell	10,692 -462	-4%	-$38.9K	0.69%	52
2025 Q3	$926K	Buy	+11,154	New	+$870K	0.72%	58
2025 Q2	–	Sell	-10,823	Closed	-$798K	–	701
2025 Q1	$798K	Buy	10,823 +2,614	+32%	+$208K	0.74%	48
2024 Q4	$656K	Buy	+8,209	New	+$645K	0.65%	54

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

Winnow Wealth's ZM Position: Q2 2026 in Review

Winnow Wealth reduced its Zoom (ZM) stake by 4% in Q2 2026, selling an estimated $37.8K and leaving 9,668 shares worth $834K. The position accounts for 0.57% of the portfolio, ranked #58.

Winnow Wealth first reported a position in ZM in Q4 2024 and has held it in 6 quarters since. The position peaked at $930K in Q4 2025. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Winnow Wealth held 9,668 shares of Zoom worth $834K as of Q2 2026.
Winnow Wealth sold 400 Zoom shares in Q2 2026, an estimated $37.8K.
Zoom made up 0.57% of Winnow Wealth's portfolio in Q2 2026, its #58 holding.
Winnow Wealth first reported a position in Zoom in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's Zoom position peaked at $930K in Q4 2025.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.