Blue Trust Inc’s Zoom ZM Stock Holding History

Blue Trust Inc’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	$69.1K	Sell	860 -5	-0.6%	-$419	﹤0.01%	1190
2025 Q4	$74.6K	Buy	865 +6	+0.7%	+$505	﹤0.01%	1197
2025 Q3	$70.9K	Buy	859 +2	+0.2%	+$156	﹤0.01%	1230
2025 Q2	$66.8K	Sell	857 -202	-19%	-$15.6K	﹤0.01%	1236
2025 Q1	$78.1K	Buy	1,059 +175	+20%	+$13.9K	﹤0.01%	1105
2024 Q4	$72.1K	Sell	884 -4,221	-83%	-$332K	﹤0.01%	1074
2024 Q3	$302K	Buy	5,105 +2,760	+118%	+$173K	﹤0.01%	672
2024 Q2	$153K	Buy	2,345 +2,124	+961%	+$130K	﹤0.01%	807
2024 Q1	$14.4K	Sell	221 -1,005	-82%	-$67K	﹤0.01%	1344
2023 Q4	$86K	Buy	1,226 +1,095	+836%	+$72.4K	﹤0.01%	747
2023 Q3	$9K	Sell	131 -121	-48%	-$8.4K	﹤0.01%	1453
2023 Q2	$19K	Sell	252 -41	-14%	-$2.74K	﹤0.01%	1073
2023 Q1	$20K	Sell	293 -232	-44%	-$16.7K	﹤0.01%	1369
2022 Q4	$39K	Buy	525 +264	+101%	+$20.1K	﹤0.01%	1032
2022 Q3	$28K	Buy	261 +26	+11%	+$2.48K	﹤0.01%	956
2022 Q2	$27K	Buy	+235	New	+$24.8K	﹤0.01%	876

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