Bridgewater Associates’s Zoom ZM Stock Holding History

Bridgewater Associates’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	–	Sell	-116,808	Closed	-$10.1M	–	1250
2025 Q4	$10.1M	Sell	116,808 -10,074	-8%	-$848K	0.04%	353
2025 Q3	$10.5M	Buy	126,882 +1,643	+1%	+$128K	0.04%	326
2025 Q2	$9.77M	Buy	125,239 +109,780	+710%	+$8.49M	0.04%	260
2025 Q1	$1.14M	Buy	+15,459	New	+$1.23M	0.01%	511
2024 Q3	–	Sell	-84,212	Closed	-$4.98M	–	948
2024 Q2	$4.98M	Buy	+84,212	New	+$5.17M	0.03%	354
2024 Q1	–	Sell	-192,205	Closed	-$13.8M	–	810
2023 Q4	$13.8M	Buy	192,205 +187,906	+4,371%	+$12.4M	0.08%	194
2023 Q3	$301K	Sell	4,299 -39,757	-90%	-$2.76M	﹤0.01%	721
2023 Q2	$2.99M	Sell	44,056 -13,275	-23%	-$888K	0.02%	409
2023 Q1	$4.23M	Buy	57,331 +50,189	+703%	+$3.62M	0.03%	341
2022 Q4	$484K	Sell	7,142 -3,231	-31%	-$245K	﹤0.01%	726
2022 Q3	$763K	Sell	10,373 -38,557	-79%	-$3.67M	﹤0.01%	733
2022 Q2	$5.28M	Buy	+48,930	New	+$5.16M	0.02%	471
2021 Q1	–	Sell	-7,233	Closed	-$2.44M	–	626
2020 Q4	$2.44M	Buy	+7,233	New	+$3.22M	0.02%	279

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