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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atticus Wealth Management's ZM Position: Q3 2025 in Review

Atticus Wealth Management sold out of Zoom (ZM) in Q3 2025, closing a stake of 3 shares — an estimated $234 sold.

Atticus Wealth Management first reported a position in ZM in Q2 2020 and held it in 21 quarters. The position peaked at $217K in Q3 2020. 753 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

Atticus Wealth Management reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 3 Zoom shares in Q3 2025, an estimated $234.
Atticus Wealth Management first reported a position in Zoom in Q2 2020 and held it in 21 quarters.
Atticus Wealth Management's Zoom position peaked at $217K in Q3 2020.
753 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.