CWMK
ZM icon

Caliber Wealth Management (Kansas)’s Zoom ZM Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q3 		– Sell
-4,900
Closed -$382K – 296
2025
Q2 		$382K Buy
4,900
+1,525
+45% +$118K 0.04% 207
2025
Q1 		$249K Buy
+3,375
New +$269K 0.03% 215

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ZM Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Zoom (ZM) in Q3 2025, closing a stake of 4,900 shares — an estimated $382K sold.

Caliber Wealth Management (Kansas) first reported a position in ZM in Q1 2025 and held it in 2 quarters. The position peaked at $382K in Q2 2025. 751 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 4,900 Zoom shares in Q3 2025, an estimated $382K.
  • Caliber Wealth Management (Kansas) first reported a position in Zoom in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Zoom position peaked at $382K in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.