Capstone Investment Advisors
ZM icon

Capstone Investment Advisors’s Zoom ZM Stock Holding History

Capstone Investment Advisors’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 		$332K Sell
4,134
-17,433
-81% -$1.46M ﹤0.01% 1321
2025
Q4 		$1.86M Sell
21,567
-20,621
-49% -$1.74M 0.02% 654
2025
Q3 		$3.48M Buy
+42,188
New +$3.29M 0.03% 581
2024
Q4 		– Sell
-244
Closed -$17K – 2065
2024
Q3 		$17K Buy
+244
New +$15.3K ﹤0.01% 1858
2022
Q4 		– Sell
-21,715
Closed -$1.6M – 1805
2022
Q3 		$1.6M Buy
21,715
+4,200
+24% +$400K 0.03% 849
2022
Q2 		$1.89M Sell
17,515
-11,757
-40% -$1.24M 0.04% 790
2022
Q1 		$3.43M Buy
29,272
+8,949
+44% +$1.22M 0.07% 840
2021
Q4 		$3.74M Buy
20,323
+14,555
+252% +$3.42M 0.06% 912
2021
Q3 		$1.51M Buy
+5,768
New +$1.94M 0.03% 1290
2021
Q2 		– Sell
-1,102
Closed -$354K – 2153
2021
Q1 		$354K Buy
+1,102
New +$406K 0.01% 1340
2020
Q4 		– Hold
0
– – – 1961
2020
Q3 		– Hold
0
– – – 1709
2020
Q2 		– Hold
0
– – – 1621

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