AAS
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Annex Advisory Services’s Zoom ZM Stock Holding History

Annex Advisory Services’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
Q3 		– Sell
-6,250
Closed -$487K – 349
2025
Q2 		$487K Sell
6,250
-12
-0.2% -$928 0.01% 220
2025
Q1 		$462K Sell
6,262
-12
-0.2% -$956 0.01% 223
2024
Q4 		$512K Sell
6,274
-5
-0.1% -$393 0.02% 210
2024
Q3 		$438K Sell
6,279
-6
-0.1% -$375 0.01% 197
2024
Q2 		$372K Hold
6,285
– – 0.01% 209
2024
Q1 		$411K Buy
6,285
+20
+0.3% +$1.33K 0.01% 197
2023
Q4 		$451K Sell
6,265
-100
-2% -$6.61K 0.02% 181
2023
Q3 		$445K Hold
6,365
– – 0.03% 156
2023
Q2 		$432K Hold
6,365
– – 0.02% 156
2023
Q1 		$470K Hold
6,365
– – 0.03% 143
2022
Q4 		$431K Hold
6,365
– – 0.02% 158
2022
Q3 		$468K Sell
6,365
-104
-2% -$9.9K 0.03% 150
2022
Q2 		$698K Buy
6,469
+64
+1% +$6.75K 0.05% 140
2022
Q1 		$751K Sell
6,405
-104
-2% -$14.1K 0.05% 135
2021
Q4 		$1.2M Sell
6,509
-7,794
-54% -$1.83M 0.08% 118
2021
Q3 		$3.74M Sell
14,303
-11
-0.1% -$3.71K 0.31% 55
2021
Q2 		$5.55M Buy
14,314
+2,639
+23% +$879K 0.45% 34
2021
Q1 		$3.75M Buy
11,675
+6,005
+106% +$2.21M 0.36% 51
2020
Q4 		$1.91M Buy
+5,670
New +$2.53M 0.19% 79

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Annex Advisory Services's ZM Position: Q3 2025 in Review

Annex Advisory Services sold out of Zoom (ZM) in Q3 2025, closing a stake of 6,250 shares — an estimated $487K sold.

Annex Advisory Services first reported a position in ZM in Q4 2020 and held it in 19 quarters. The position peaked at $5.55M in Q2 2021. 753 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Annex Advisory Services reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Annex Advisory Services sold 6,250 Zoom shares in Q3 2025, an estimated $487K.
  • Annex Advisory Services first reported a position in Zoom in Q4 2020 and held it in 19 quarters.
  • Annex Advisory Services's Zoom position peaked at $5.55M in Q2 2021.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.