CI
ZM icon

CAZ Investments’s Zoom ZM Stock Holding History

CAZ Investments’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 		$40.2K Hold
500
– – 0.05% 31
2025
Q4 		$43.1K Hold
500
– – 0.07% 22
2025
Q3 		$41.3K Hold
500
– – 0.08% 20
2025
Q2 		$39K Hold
500
– – 0.22% 18
2025
Q1 		$37K Hold
500
– – 0.27% 18
2024
Q4 		$41K Sell
500
-500
-50% -$39.3K 0.06% 24
2024
Q3 		$70K Hold
1,000
– – 0.06% 23
2024
Q2 		$59K Hold
1,000
– – 0.09% 25
2024
Q1 		$65K Hold
1,000
– – 0.13% 24
2023
Q4 		$72K Hold
1,000
– – 0.18% 30
2023
Q3 		$70K Sell
1,000
-1,200
-55% -$83.3K 0.2% 27
2023
Q2 		$149K Hold
2,200
– – 0.41% 23
2023
Q1 		$162K Hold
2,200
– – 0.47% 21
2022
Q4 		$149K Buy
2,200
+1,100
+100% +$83.6K 0.49% 28
2022
Q3 		$81K Hold
1,100
– – 0.34% 28
2022
Q2 		$119K Buy
1,100
+300
+38% +$31.6K 0.38% 26
2022
Q1 		$94K Buy
+800
New +$109K 0.15% 32
2020
Q2 		– Sell
-1,500
Closed -$219K – 66
2020
Q1 		$219K Buy
+1,500
New +$148K 0.83% 28

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