CIA
ZM icon

Cape Investment Advisory’s Zoom ZM Stock Holding History

Cape Investment Advisory’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
-14
Closed -$1.21K – 1253
2025
Q4 		$1.21K Buy
+14
New +$1.18K ﹤0.01% 1171
2025
Q3 		– Sell
-14
Closed -$1.09K – 1213
2025
Q2 		$1.09K Sell
14
-1
-7% -$77 ﹤0.01% 1028
2025
Q1 		$1.11K Hold
15
– – ﹤0.01% 956
2024
Q4 		$1.22K Buy
15
+1
+7% +$79 ﹤0.01% 939
2024
Q3 		$976 Hold
14
– – ﹤0.01% 874
2024
Q2 		$829 Hold
14
– – ﹤0.01% 847
2024
Q1 		$915 Hold
14
– – ﹤0.01% 852
2023
Q4 		$1.01K Hold
14
– – ﹤0.01% 1012
2023
Q3 		$979 Hold
14
– – ﹤0.01% 837
2023
Q2 		$950 Hold
14
– – ﹤0.01% 827
2023
Q1 		$1.03K Buy
+14
New +$1.01K ﹤0.01% 872

Other funds holding ZM

BlackRock
BlackRock New York $5.7T 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 $1.47T 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
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