Activest Wealth Management’s Zoom ZM Stock Holding History

Activest Wealth Management’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 Q1	$28.9K	Sell	360 -126	-26%	-$10.6K	0.01%	434
2025 Q4	$41.9K	Buy	486 +475	+4,318%	+$40K	0.01%	352
2025 Q3	$908	Hold	11	–	–	﹤0.01%	883
2025 Q2	$858	Buy	11 +8	+267%	+$618	﹤0.01%	787
2025 Q1	$221	Sell	3 -65	-96%	-$5.18K	﹤0.01%	928
2024 Q4	$5.55K	Buy	68 +2	+3%	+$157	﹤0.01%	366
2024 Q3	$4.6K	Hold	66	–	–	﹤0.01%	368
2024 Q2	$3.91K	Hold	66	–	–	﹤0.01%	362
2024 Q1	$4.31K	Hold	66	–	–	﹤0.01%	269
2023 Q4	$4.75K	Buy	+66	New	+$4.36K	﹤0.01%	233
2023 Q3	–	Sell	-66	Closed	-$12.3K	–	537
2023 Q2	$12.3K	Hold	66	–	–	0.01%	156
2023 Q1	$4.75K	Sell	66 -20	-23%	-$1.44K	﹤0.01%	215
2022 Q4	$5.83K	Hold	86	–	–	﹤0.01%	346
2022 Q3	$6K	Sell	86 -11	-11%	-$1.05K	﹤0.01%	341
2022 Q2	$10K	Buy	97 +31	+47%	+$3.27K	0.01%	206
2022 Q1	$8K	Buy	66 +41	+164%	+$5.58K	0.01%	230
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	263
2021 Q3	$7K	Buy	+25	New	+$8.43K	﹤0.01%	263

Other funds holding ZM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return