Chelsea Counsel Company’s Zoom ZM Stock Holding History

Chelsea Counsel Company’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	$804	Hold	10	–	–	﹤0.01%	216
2025 Q4	$863	Hold	10	–	–	﹤0.01%	221
2025 Q3	$825	Hold	10	–	–	﹤0.01%	224
2025 Q2	$780	Hold	10	–	–	﹤0.01%	198
2025 Q1	$738	Hold	10	–	–	﹤0.01%	198
2024 Q4	$817	Hold	10	–	–	﹤0.01%	194
2024 Q3	$698	Hold	10	–	–	﹤0.01%	198
2024 Q2	$592	Hold	10	–	–	﹤0.01%	198
2024 Q1	$654	Buy	+10	New	+$667	﹤0.01%	178
2021 Q4	–	Sell	-1,000	Closed	-$262K	–	100
2021 Q3	$262K	Buy	1,000 +400	+67%	+$135K	0.12%	85
2021 Q2	$232K	Buy	+600	New	+$200K	0.11%	87

Other funds holding ZM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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