AWM
ZM icon

Atticus Wealth Management’s Zoom ZM Stock Holding History

Atticus 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
Q3 		– Sell
-3
Closed -$234 – 661
2025
Q2 		$234 Hold
3
– – ﹤0.01% 666
2025
Q1 		$222 Hold
3
– – ﹤0.01% 495
2024
Q4 		$245 Hold
3
– – ﹤0.01% 511
2024
Q3 		$210 Hold
3
– – ﹤0.01% 510
2024
Q2 		$178 Hold
3
– – ﹤0.01% 520
2024
Q1 		$197 Hold
3
– – ﹤0.01% 532
2023
Q4 		$216 Hold
3
– – ﹤0.01% 541
2023
Q3 		$210 Sell
3
-5
-63% -$347 ﹤0.01% 569
2023
Q2 		$544 Hold
8
– – ﹤0.01% 549
2023
Q1 		$591 Hold
8
– – ﹤0.01% 508
2022
Q4 		$542 Sell
8
-47
-85% -$3.57K ﹤0.01% 500
2022
Q3 		$6K Hold
55
– – ﹤0.01% 428
2022
Q2 		$6K Sell
55
-45
-45% -$4.75K ﹤0.01% 459
2022
Q1 		$12K Hold
100
– – ﹤0.01% 394
2021
Q4 		$18K Buy
100
+49
+96% +$11.5K 0.01% 316
2021
Q3 		$13K Sell
51
-177
-78% -$59.7K 0.01% 336
2021
Q2 		$88K Sell
228
-3
-1% -$999 0.04% 185
2021
Q1 		$74K Buy
231
+30
+15% +$11K 0.04% 176
2020
Q4 		$68K Sell
201
-260
-56% -$116K 0.03% 184
2020
Q3 		$217K Sell
461
-1
-0.2% -$320 0.13% 82
2020
Q2 		$117K Buy
+462
New +$83.1K 0.08% 118

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return