Avion Wealth’s Zoom ZM Stock Holding History

Avion Wealth’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	$6K	Buy	76 +7	+10%	+$586	﹤0.01%	637
2025 Q4	$5K	Sell	69 -1	-1%	-$84	﹤0.01%	684
2025 Q3	$5K	Buy	70 +6	+9%	+$468	﹤0.01%	676
2025 Q2	$4K	Buy	64 +5	+8%	+$387	﹤0.01%	700
2025 Q1	$4K	Hold	59	–	–	﹤0.01%	617
2024 Q4	$4K	Buy	59 +9	+18%	+$708	﹤0.01%	615
2024 Q3	$3K	Buy	50 +1	+2%	+$63	﹤0.01%	652
2024 Q2	$2K	Buy	49 +16	+48%	+$983	﹤0.01%	663
2024 Q1	$3K	Buy	33 +1	+3%	+$67	﹤0.01%	612
2023 Q4	$2K	Hold	32	–	–	﹤0.01%	645
2023 Q3	$2K	Buy	32 +7	+28%	+$486	﹤0.01%	542
2023 Q2	$1K	Hold	25	–	–	﹤0.01%	673
2023 Q1	$1K	Buy	+25	New	+$1.8K	﹤0.01%	502
2022 Q3	–	Sell	-36	Closed	-$4K	–	594
2022 Q2	$4K	Buy	+36	New	+$3.8K	﹤0.01%	355

Other funds holding ZM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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