CWM
ZM icon

CarsonAllaria Wealth Management’s Zoom ZM Stock Holding History

CarsonAllaria Wealth Management’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
-274
Closed -$21.4K – 348
2025
Q2 		$21.4K Sell
274
-100
-27% -$7.73K 0.01% 193
2025
Q1 		$27.6K Buy
374
+19
+5% +$1.51K 0.02% 170
2024
Q4 		$29K Hold
355
– – 0.02% 169
2024
Q3 		$24.8K Sell
355
-63
-15% -$3.94K 0.01% 188
2024
Q2 		$24.7K Buy
418
+30
+8% +$1.84K 0.02% 174
2024
Q1 		$25.4K Buy
388
+105
+37% +$7K 0.02% 176
2023
Q4 		$20.4K Hold
283
– – 0.01% 167
2023
Q3 		$19.8K Sell
283
-33
-10% -$2.29K 0.02% 162
2023
Q2 		$21.4K Sell
316
-12
-4% -$802 0.02% 165
2023
Q1 		$24.2K Buy
328
+2
+0.6% +$144 0.02% 151
2022
Q4 		$22K Sell
326
-4
-1% -$304 0.02% 148
2022
Q3 		$24K Sell
330
-6
-2% -$571 0.02% 138
2022
Q2 		$36K Buy
336
+43
+15% +$4.54K 0.03% 120
2022
Q1 		$34K Sell
293
-4
-1% -$544 0.03% 131
2021
Q4 		$55K Buy
+297
New +$69.8K 0.05% 113

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CarsonAllaria Wealth Management's ZM Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Zoom (ZM) in Q3 2025, closing a stake of 274 shares — an estimated $21.4K sold.

CarsonAllaria Wealth Management first reported a position in ZM in Q4 2021 and held it in 15 quarters. The position peaked at $55K in Q4 2021. 754 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 274 Zoom shares in Q3 2025, an estimated $21.4K.
  • CarsonAllaria Wealth Management first reported a position in Zoom in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Zoom position peaked at $55K in Q4 2021.
  • 754 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.