AssetMark Inc
ZM icon

AssetMark Inc’s Zoom ZM Stock Holding History

AssetMark Inc’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 		$141K Buy
1,758
+488
+38% +$40.9K ﹤0.01% 1431
2025
Q4 		$110K Buy
1,270
+545
+75% +$45.9K ﹤0.01% 1472
2025
Q3 		$59.8K Sell
725
-45
-6% -$3.51K ﹤0.01% 1572
2025
Q2 		$60K Buy
770
+659
+594% +$50.9K ﹤0.01% 1503
2025
Q1 		$8.19K Sell
111
-16
-13% -$1.27K ﹤0.01% 1890
2024
Q4 		$10.4K Buy
127
+113
+807% +$8.88K ﹤0.01% 1782
2024
Q3 		$976 Buy
+14
New +$875 ﹤0.01% 2004
2024
Q1 		– Sell
-3
Closed -$216 – 2150
2023
Q4 		$216 Buy
+3
New +$198 ﹤0.01% 1756
2022
Q2 		– Sell
-17
Closed -$2K – 1711
2022
Q1 		$2K Buy
+17
New +$2.31K ﹤0.01% 1449

Other funds holding ZM

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $141B 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