Center for Financial Planning’s Zoom ZM Stock Holding History

Center for Financial Planning’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 Q2	–	Sell	-17	Closed	-$1.25K	–	722
2025 Q1	$1.25K	Hold	17	–	–	﹤0.01%	625
2024 Q4	$1.39K	Hold	17	–	–	﹤0.01%	574
2024 Q3	$1.19K	Hold	17	–	–	﹤0.01%	516
2024 Q2	$1.01K	Hold	17	–	–	﹤0.01%	528
2024 Q1	$1.11K	Hold	17	–	–	﹤0.01%	553
2023 Q4	$1.22K	Hold	17	–	–	﹤0.01%	476
2023 Q3	$1.19K	Hold	17	–	–	﹤0.01%	475
2023 Q2	$1.15K	Hold	17	–	–	﹤0.01%	515
2023 Q1	$1.26K	Hold	17	–	–	﹤0.01%	475
2022 Q4	$1.15K	Hold	17	–	–	﹤0.01%	482
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	626
2022 Q2	$2K	Hold	17	–	–	﹤0.01%	484
2022 Q1	$2K	Hold	17	–	–	﹤0.01%	484
2021 Q4	$3K	Hold	17	–	–	﹤0.01%	466
2021 Q3	$4K	Hold	17	–	–	﹤0.01%	426
2021 Q2	$7K	Sell	17 -44	-72%	-$14.7K	﹤0.01%	404
2021 Q1	$20K	Hold	61	–	–	0.01%	308
2020 Q4	$21K	Hold	61	–	–	0.01%	282
2020 Q3	$29K	Hold	61	–	–	0.01%	230
2020 Q2	$15K	Hold	61	–	–	0.01%	281
2020 Q1	$9K	Buy	+61	New	+$6.02K	﹤0.01%	355

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

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

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Acadian Asset Management

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