AWCI
ZM icon

Alpine Woods Capital Investors’s Zoom ZM Stock Holding History

Alpine Woods Capital Investors’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 		– Sell
-19,327
Closed -$1.67M – 229
2025
Q4 		$1.67M Buy
19,327
+4,327
+29% +$364K 0.4% 75
2025
Q3 		$1.24M Buy
+15,000
New +$1.17M 0.29% 82

Other funds holding ZM

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $618B 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

Alpine Woods Capital Investors's ZM Position: Q1 2026 in Review

Alpine Woods Capital Investors sold out of Zoom (ZM) in Q1 2026, closing a stake of 19,327 shares — an estimated $1.67M sold.

Alpine Woods Capital Investors first reported a position in ZM in Q3 2025 and held it in 2 quarters. The position peaked at $1.67M in Q4 2025. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Alpine Woods Capital Investors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 19,327 Zoom shares in Q1 2026, an estimated $1.67M.
  • Alpine Woods Capital Investors first reported a position in Zoom in Q3 2025 and held it in 2 quarters.
  • Alpine Woods Capital Investors's Zoom position peaked at $1.67M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.