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Adero Partners’s Zoom ZM Stock Holding History

Adero Partners’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
2025
Q1 		$3.26M Buy
44,153
+38,644
+701% +$3.08M 0.21% 43
2024
Q4 		$450K Buy
5,509
+129
+2% +$10.1K 0.03% 133
2024
Q3 		$375K Sell
5,380
-2,002
-27% -$125K 0.02% 147
2024
Q2 		$437K Buy
7,382
+140
+2% +$8.6K 0.03% 127
2024
Q1 		$473K Buy
7,242
+42
+0.6% +$2.8K 0.04% 119
2023
Q4 		$518K Sell
7,200
-124
-2% -$8.2K 0.04% 102
2023
Q3 		$512K Sell
7,324
-30
-0.4% -$2.08K 0.05% 99
2023
Q2 		$499K Sell
7,354
-24
-0.3% -$1.6K 0.05% 100
2023
Q1 		$545K Buy
7,378
+26
+0.4% +$1.87K 0.06% 97
2022
Q4 		$498K Buy
7,352
+1
+0% +$76 0.06% 96
2022
Q3 		$593K Buy
7,351
+388
+6% +$36.9K 0.07% 82
2022
Q2 		$703K Buy
6,963
+2,562
+58% +$270K 0.1% 76
2022
Q1 		$516K Buy
4,401
+43
+1% +$5.85K 0.08% 87
2021
Q4 		$801K Buy
+4,358
New +$1.02M 0.13% 73

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adero Partners's ZM Position: Q1 2025 in Review

Adero Partners increased its Zoom (ZM) stake by 701% in Q1 2025, buying an estimated $3.08M and bringing the position to 44,153 shares worth $3.26M. The position accounts for 0.21% of the portfolio, ranked #43.

Adero Partners first reported a position in ZM in Q4 2021 and has held it in 14 quarters since. 712 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Adero Partners held 44,153 shares of Zoom worth $3.26M as of Q1 2025.
  • Adero Partners bought 38,644 Zoom shares in Q1 2025, an estimated $3.08M.
  • Zoom made up 0.21% of Adero Partners's portfolio in Q1 2025, its #43 holding.
  • Adero Partners first reported a position in Zoom in Q4 2021 and has held it in 14 quarters since.
  • 712 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.