AAS
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Avantax Advisory Services’s Zoom ZM Stock Holding History

Avantax 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
Q2 		$536K Sell
6,874
-1,054
-13% -$81.5K ﹤0.01% 1550
2025
Q1 		$585K Buy
7,928
+1,470
+23% +$117K ﹤0.01% 1409
2024
Q4 		$527K Buy
6,458
+92
+1% +$7.23K ﹤0.01% 1407
2024
Q3 		$444K Buy
6,366
+72
+1% +$4.5K ﹤0.01% 1490
2024
Q2 		$373K Buy
6,294
+174
+3% +$10.7K ﹤0.01% 1556
2024
Q1 		$400K Buy
6,120
+1,433
+31% +$95.5K ﹤0.01% 1154
2023
Q4 		$337K Sell
4,687
-176
-4% -$11.6K ﹤0.01% 1181
2023
Q3 		$340K Sell
4,863
-51
-1% -$3.54K ﹤0.01% 1125
2023
Q2 		$334K Sell
4,914
-1,425
-22% -$95.3K ﹤0.01% 1132
2023
Q1 		$468K Buy
6,339
+1,216
+24% +$87.6K 0.01% 948
2022
Q4 		$347K Sell
5,123
-585
-10% -$44.4K ﹤0.01% 1027
2022
Q3 		$420K Buy
5,708
+193
+3% +$18.4K 0.01% 855
2022
Q2 		$595K Buy
5,515
+2,934
+114% +$309K 0.01% 710
2022
Q1 		$301K Buy
2,581
+319
+14% +$43.4K ﹤0.01% 1001
2021
Q4 		$416K Sell
2,262
-657
-23% -$154K 0.01% 830
2021
Q3 		$764K Sell
2,919
-219
-7% -$73.8K 0.01% 567
2021
Q2 		$1.22M Sell
3,138
-592
-16% -$197K 0.02% 436
2021
Q1 		$1.2M Buy
3,730
+1,626
+77% +$598K 0.03% 393
2020
Q4 		$711K Sell
2,104
-3,962
-65% -$1.77M 0.02% 450
2020
Q3 		$2.85M Buy
6,066
+4,937
+437% +$1.58M 0.05% 295
2020
Q2 		$287K Sell
1,129
-640
-36% -$115K 0.01% 655
2020
Q1 		$259K Buy
+1,769
New +$175K 0.01% 634

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Avantax Advisory Services's ZM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Zoom (ZM) stake by 13% in Q2 2025, selling an estimated $81.5K and leaving 6,874 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Avantax Advisory Services first reported a position in ZM in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.85M in Q3 2020. 719 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

  • Avantax Advisory Services held 6,874 shares of Zoom worth $536K as of Q2 2025.
  • Avantax Advisory Services sold 1,054 Zoom shares in Q2 2025, an estimated $81.5K.
  • Zoom made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1550 holding.
  • Avantax Advisory Services first reported a position in Zoom in Q1 2020 and has held it in 22 quarters since.
  • Avantax Advisory Services's Zoom position peaked at $2.85M in Q3 2020.
  • 719 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.