Bell Investment Advisors’s Zoom ZM Stock Holding History

Bell Investment Advisors’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	$6.03K	Buy	75 +33	+79%	+$2.76K	﹤0.01%	889
2025 Q4	$3.63K	Hold	42	–	–	﹤0.01%	1115
2025 Q3	$3.46K	Sell	42 -62	-60%	-$4.84K	﹤0.01%	1097
2025 Q2	$8.11K	Buy	104 +19	+22%	+$1.47K	﹤0.01%	760
2025 Q1	$6.27K	Buy	85 +13	+18%	+$1.04K	﹤0.01%	810
2024 Q4	$5.88K	Buy	72 +19	+36%	+$1.49K	﹤0.01%	857
2024 Q3	$3.7K	Hold	53	–	–	﹤0.01%	1087
2024 Q2	$3.14K	Sell	53 -7	-12%	-$430	﹤0.01%	1154
2024 Q1	$3.92K	Buy	60 +7	+13%	+$467	﹤0.01%	1046
2023 Q4	$3.81K	Sell	53 -7	-12%	-$463	﹤0.01%	1019
2023 Q3	$4.2K	Buy	60 +13	+28%	+$902	﹤0.01%	898
2023 Q2	$3.19K	Sell	47 -6	-11%	-$401	﹤0.01%	1055
2023 Q1	$3.91K	Hold	53	–	–	﹤0.01%	897
2022 Q4	$3.59K	Buy	53 +12	+29%	+$911	﹤0.01%	981
2022 Q3	$3K	Sell	41 -3	-7%	-$286	﹤0.01%	1002
2022 Q2	$5K	Buy	+44	New	+$4.64K	﹤0.01%	752
2021 Q4	$4K	Buy	21 +1	+5%	+$235	﹤0.01%	918
2021 Q3	$5K	Buy	+20	New	+$6.74K	﹤0.01%	753

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