AWM
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Ariadne Wealth Management’s Zoom ZM Stock Holding History

Ariadne 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
2026
Q1 		– Sell
-3,475
Closed -$321K – 275
2025
Q4 		$321K Sell
3,475
-750
-18% -$63.1K 0.13% 164
2025
Q3 		$355K Buy
+4,225
New +$330K 0.16% 139
2025
Q1 		– Sell
-3,456
Closed -$301K – 245
2024
Q4 		$301K Buy
3,456
+14
+0.4% +$1.1K 0.14% 146
2024
Q3 		$276K Buy
+3,442
New +$215K 0.15% 145

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ariadne Wealth Management's ZM Position: Q1 2026 in Review

Ariadne Wealth Management sold out of Zoom (ZM) in Q1 2026, closing a stake of 3,475 shares — an estimated $321K sold.

Ariadne Wealth Management first reported a position in ZM in Q3 2024 and held it in 4 quarters. The position peaked at $355K in Q3 2025. 819 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Ariadne Wealth Management reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Ariadne Wealth Management sold 3,475 Zoom shares in Q1 2026, an estimated $321K.
  • Ariadne Wealth Management first reported a position in Zoom in Q3 2024 and held it in 4 quarters.
  • Ariadne Wealth Management's Zoom position peaked at $355K in Q3 2025.
  • 819 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.