Bellevue Asset Management’s Zoom ZM Stock Holding History

Bellevue Asset 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
2026 Q1	$20.9K	Hold	260	–	–	0.01%	235
2025 Q4	$22.4K	Hold	260	–	–	0.01%	229
2025 Q3	$21.4K	Hold	260	–	–	0.01%	227
2025 Q2	$20.3K	Hold	260	–	–	0.01%	231
2025 Q1	$19.2K	Hold	260	–	–	0.01%	235
2024 Q4	$21.2K	Hold	260	–	–	0.01%	233
2024 Q3	$18.1K	Hold	260	–	–	0.01%	236
2024 Q2	$15.4K	Hold	260	–	–	0.01%	245
2024 Q1	$17K	Hold	260	–	–	0.01%	232
2023 Q4	$18.7K	Hold	260	–	–	0.02%	230
2023 Q3	$18.2K	Hold	260	–	–	0.01%	225
2023 Q2	$17.6K	Hold	260	–	–	0.01%	232
2023 Q1	$19.2K	Hold	260	–	–	0.01%	229
2022 Q4	$17.4K	Hold	260	–	–	0.01%	240
2022 Q3	$19K	Hold	260	–	–	0.01%	242
2022 Q2	$28K	Hold	260	–	–	0.02%	210
2022 Q1	$40K	Sell	260 -5	-2%	-$680	0.02%	193
2021 Q4	$49K	Buy	265 +5	+2%	+$1.18K	0.03%	182
2021 Q3	$68K	Hold	260	–	–	0.04%	152
2021 Q2	$101K	Hold	260	–	–	0.06%	118
2021 Q1	$84K	Hold	260	–	–	0.05%	133
2020 Q4	$100K	Hold	260	–	–	0.06%	113
2020 Q3	$122K	Buy	+260	New	+$83.1K	0.09%	97

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