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Caerus Investment Advisors’s Zoom ZM Stock Holding History

Caerus 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 		$418K Sell
5,194
-11,191
-68% -$937K 0.17% 118
2025
Q4 		$1.41M Buy
16,385
+5,228
+47% +$440K 0.46% 41
2025
Q3 		$920K Buy
+11,157
New +$870K 0.38% 44

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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 $618B 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

Caerus Investment Advisors's ZM Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Zoom (ZM) stake by 68% in Q1 2026, selling an estimated $937K and leaving 5,194 shares worth $418K. The position accounts for 0.17% of the portfolio, ranked #118.

Caerus Investment Advisors first reported a position in ZM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q4 2025. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Caerus Investment Advisors held 5,194 shares of Zoom worth $418K as of Q1 2026.
  • Caerus Investment Advisors sold 11,191 Zoom shares in Q1 2026, an estimated $937K.
  • Zoom made up 0.17% of Caerus Investment Advisors's portfolio in Q1 2026, its #118 holding.
  • Caerus Investment Advisors first reported a position in Zoom in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Zoom position peaked at $1.41M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.