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
2024 Q4	–	Sell	-50,000	Closed	-$3.49M	–	2051
2024 Q3	$3.49M	Buy	+50,000	New	+$3.13M	0.01%	568
2021 Q4	–	Sell	-6,500	Closed	-$1.7M	–	2108
2021 Q3	$1.7M	Buy	+6,500	New	+$2.19M	﹤0.01%	1255
2021 Q2	–	Sell	-500	Closed	-$161K	–	1898
2021 Q1	$161K	Sell	500 -5,500	-92%	-$2.02M	﹤0.01%	1472
2020 Q4	$2.02M	Sell	6,000 -3,000	-33%	-$1.34M	0.01%	867
2020 Q3	$4.23M	Buy	9,000 +6,900	+329%	+$2.21M	0.02%	557
2020 Q2	$532K	Buy	+2,100	New	+$378K	﹤0.01%	1084

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capstone Investment Advisors's ZM Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Zoom (ZM) stake by 81% in Q1 2026, selling an estimated $1.46M and leaving 4,134 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Capstone Investment Advisors first reported a position in ZM in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.74M in Q4 2021. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Capstone Investment Advisors held 4,134 shares of Zoom worth $332K as of Q1 2026.
Capstone Investment Advisors sold 17,433 Zoom shares in Q1 2026, an estimated $1.46M.
Zoom made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1321 holding.
Capstone Investment Advisors first reported a position in Zoom in Q1 2021 and has held it in 10 quarters since.
Capstone Investment Advisors's Zoom position peaked at $3.74M in Q4 2021.
816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.