CG
ZM icon

Caprock Group’s Zoom ZM Stock Holding History

Caprock Group’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 		$1.85M Sell
22,954
-15,162
-40% -$1.27M 0.04% 367
2025
Q4 		$3.29M Buy
38,116
+24,217
+174% +$2.04M 0.07% 239
2025
Q3 		$1.13M Buy
+13,899
New +$1.08M 0.03% 533
2025
Q1 		$986K Buy
13,360
+9,827
+278% +$783K 0.03% 468
2024
Q4 		$288K Buy
+3,533
New +$278K 0.01% 820
2022
Q1 		– Sell
-1,484
Closed -$273K – 659
2021
Q4 		$273K Sell
1,484
-164
-10% -$38.6K 0.02% 463
2021
Q3 		$431K Buy
1,648
+107
+7% +$36.1K 0.04% 294
2021
Q2 		$596K Sell
1,541
-161
-9% -$53.6K 0.05% 235
2021
Q1 		$548K Buy
1,702
+58
+4% +$21.3K 0.06% 230
2020
Q4 		$555K Buy
1,644
+51
+3% +$22.7K 0.06% 220
2020
Q3 		$749K Sell
1,593
-1,179
-43% -$377K 0.1% 154
2020
Q2 		$703K Buy
+2,772
New +$499K 0.11% 154

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