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Castleview Partners’s Zoom ZM Stock Holding History

Castleview Partners’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
Q1 		– Sell
-1,162
Closed -$94.8K – 594
2024
Q4 		$94.8K Sell
1,162
-10
-0.9% -$786 0.05% 260
2024
Q3 		$81.7K Sell
1,172
-1
-0.1% -$63 0.05% 256
2024
Q2 		$69.4K Sell
1,173
-2,650
-69% -$163K 0.04% 280
2024
Q1 		$250K Sell
3,823
-20
-0.5% -$1.33K 0.14% 158
2023
Q4 		$276K Buy
3,843
+1,235
+47% +$81.7K 0.19% 112
2023
Q3 		$182K Sell
2,608
-50
-2% -$3.47K 0.17% 122
2023
Q2 		$180K Buy
2,658
+1,309
+97% +$87.5K 0.16% 124
2023
Q1 		$99.6K Buy
1,349
+1,335
+9,536% +$96.2K 0.09% 180
2022
Q4 		$948 Hold
14
– – ﹤0.01% 555
2022
Q3 		$1K Buy
+14
New +$1.33K ﹤0.01% 604

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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

Castleview Partners's ZM Position: Q1 2025 in Review

Castleview Partners sold out of Zoom (ZM) in Q1 2025, closing a stake of 1,162 shares — an estimated $94.8K sold.

Castleview Partners first reported a position in ZM in Q3 2022 and held it in 10 quarters. The position peaked at $276K in Q4 2023. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Castleview Partners reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,162 Zoom shares in Q1 2025, an estimated $94.8K.
  • Castleview Partners first reported a position in Zoom in Q3 2022 and held it in 10 quarters.
  • Castleview Partners's Zoom position peaked at $276K in Q4 2023.
  • 713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.