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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital Analysts LLC's ZM Position: Q3 2025 in Review

Capital Analysts LLC sold out of Zoom (ZM) in Q3 2025, closing a stake of 22 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in ZM in Q2 2019 and held it in 19 quarters. The position peaked at $242K in Q1 2021. 754 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

Capital Analysts LLC reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 22 Zoom shares in Q3 2025, an estimated $2K.
Capital Analysts LLC first reported a position in Zoom in Q2 2019 and held it in 19 quarters.
Capital Analysts LLC's Zoom position peaked at $242K in Q1 2021.
754 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.