CAL
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Capital Analysts LLC’s Zoom ZM Stock Holding History

Capital Analysts LLC’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
-22
Closed -$2K – 1488
2025
Q2 		$2K Hold
22
– – ﹤0.01% 1330
2025
Q1 		$2K Hold
22
– – ﹤0.01% 1321
2024
Q4 		$2K Hold
22
– – ﹤0.01% 1238
2024
Q3 		$2K Hold
22
– – ﹤0.01% 1234
2024
Q2 		$1K Hold
22
– – ﹤0.01% 1195
2024
Q1 		$1K Hold
22
– – ﹤0.01% 1106
2023
Q4 		$2K Hold
22
– – ﹤0.01% 1040
2023
Q3 		$2K Buy
+22
New +$1.53K ﹤0.01% 1070
2022
Q2 		– Sell
-58
Closed -$7K – 1043
2022
Q1 		$7K Sell
58
-273
-82% -$37.1K ﹤0.01% 793
2021
Q4 		$61K Sell
331
-102
-24% -$24K ﹤0.01% 541
2021
Q3 		$113K Hold
433
– – 0.01% 429
2021
Q2 		$168K Sell
433
-322
-43% -$107K 0.01% 361
2021
Q1 		$242K Buy
755
+745
+7,450% +$274K 0.02% 312
2020
Q4 		$3K Sell
10
-5
-33% -$2.23K ﹤0.01% 674
2020
Q3 		$7K Hold
15
– – ﹤0.01% 628
2020
Q2 		$4K Buy
+15
New +$2.7K ﹤0.01% 634
2020
Q1 		– Sell
-21
Closed -$1K – 751
2019
Q4 		$1K Hold
21
– – ﹤0.01% 713
2019
Q3 		$1K Hold
21
– – ﹤0.01% 685
2019
Q2 		$2K Buy
+21
New +$1.73K ﹤0.01% 647

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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