Calamos Wealth Management’s Zoom ZM Stock Holding History

Calamos Wealth 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	–	Sell	-3,519	Closed	-$304K	–	589
2025 Q4	$304K	Sell	3,519 -289	-8%	-$24.3K	0.01%	360
2025 Q3	$314K	Buy	+3,808	New	+$297K	0.01%	336

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Calamos Wealth Management's ZM Position: Q1 2026 in Review

Calamos Wealth Management sold out of Zoom (ZM) in Q1 2026, closing a stake of 3,519 shares — an estimated $304K sold.

Calamos Wealth Management first reported a position in ZM in Q3 2025 and held it in 2 quarters. The position peaked at $314K in Q3 2025. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Calamos Wealth Management reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
Calamos Wealth Management sold 3,519 Zoom shares in Q1 2026, an estimated $304K.
Calamos Wealth Management first reported a position in Zoom in Q3 2025 and held it in 2 quarters.
Calamos Wealth Management's Zoom position peaked at $314K in Q3 2025.
820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.