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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

AQR Capital Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return