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ZM icon

Addison Advisors’s Zoom ZM Stock Holding History

Addison 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
Q1 		$2.17K Hold
27
– – ﹤0.01% 825
2025
Q4 		$2.33K Hold
27
– – ﹤0.01% 776
2025
Q3 		$2.23K Sell
27
-28
-51% -$2.18K ﹤0.01% 772
2025
Q2 		$4.29K Buy
+55
New +$4.25K ﹤0.01% 715
2023
Q4 		– Sell
-85
Closed -$5.95K – 729
2023
Q3 		$5.95K Hold
85
– – ﹤0.01% 536
2023
Q2 		$5.77K Hold
85
– – ﹤0.01% 527
2023
Q1 		$6.28K Hold
85
– – ﹤0.01% 496
2022
Q4 		$5.76K Hold
85
– – ﹤0.01% 488
2022
Q3 		$6K Hold
85
– – ﹤0.01% 493
2022
Q2 		$9K Hold
85
– – 0.01% 456
2022
Q1 		$10K Buy
+85
New +$11.6K 0.01% 486

Other funds holding ZM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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