AWM
ZM icon

AE Wealth Management’s Zoom ZM Stock Holding History

AE 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
2025
Q2 		– Sell
-22,728
Closed -$1.68M – 2282
2025
Q1 		$1.68M Buy
+22,728
New +$1.81M 0.01% 569
2024
Q1 		– Sell
-3,449
Closed -$234K – 2042
2023
Q4 		$234K Buy
3,449
+322
+10% +$21.3K ﹤0.01% 1825
2023
Q3 		$219K Buy
+3,127
New +$217K ﹤0.01% 1754
2023
Q2 		– Sell
-7,163
Closed -$529K – 2067
2023
Q1 		$529K Buy
7,163
+1,264
+21% +$91.1K ﹤0.01% 1329
2022
Q4 		$400K Sell
5,899
-10,067
-63% -$765K ﹤0.01% 1393
2022
Q3 		$1.18M Buy
15,966
+8,762
+122% +$834K 0.01% 885
2022
Q2 		$778K Buy
7,204
+2,300
+47% +$243K 0.01% 982
2022
Q1 		$575K Sell
4,904
-1,486
-23% -$202K ﹤0.01% 1170
2021
Q4 		$1.18M Sell
6,390
-2,525
-28% -$594K 0.01% 879
2021
Q3 		$2.33M Buy
8,915
+3,716
+71% +$1.25M 0.02% 596
2021
Q2 		$2.01M Sell
5,199
-4,639
-47% -$1.54M 0.02% 640
2021
Q1 		$3.16M Sell
9,838
-136
-1% -$50.1K 0.03% 439
2020
Q4 		$3.36M Buy
9,974
+1,979
+25% +$882K 0.04% 356
2020
Q3 		$3.76M Sell
7,995
-3,175
-28% -$1.02M 0.05% 279
2020
Q2 		$2.83M Sell
11,170
-11,872
-52% -$2.14M 0.04% 321
2020
Q1 		$3.37M Buy
+23,042
New +$2.27M 0.08% 222

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

AE Wealth Management's ZM Position: Q2 2025 in Review

AE Wealth Management sold out of Zoom (ZM) in Q2 2025, closing a stake of 22,728 shares — an estimated $1.68M sold.

AE Wealth Management first reported a position in ZM in Q1 2020 and held it in 16 quarters. The position peaked at $3.76M in Q3 2020. 720 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

  • AE Wealth Management reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 22,728 Zoom shares in Q2 2025, an estimated $1.68M.
  • AE Wealth Management first reported a position in Zoom in Q1 2020 and held it in 16 quarters.
  • AE Wealth Management's Zoom position peaked at $3.76M in Q3 2020.
  • 720 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.