Chicago Partners Investment Group’s Zoom ZM Stock Holding History

Chicago Partners Investment Group’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	$1.45M	Sell	15,794 -6,721	-30%	-$563K	0.03%	416
2025 Q4	$1.93M	Buy	22,515 +4,977	+28%	+$419K	0.05%	296
2025 Q3	$1.49M	Buy	17,538 +10,054	+134%	+$784K	0.04%	335
2025 Q2	$569K	Buy	7,484 +3,599	+93%	+$278K	0.02%	549
2025 Q1	$306K	Sell	3,885 -61	-2%	-$4.86K	0.01%	680
2024 Q4	$315K	Buy	+3,946	New	+$310K	0.01%	642
2023 Q3	–	Sell	-2,923	Closed	-$204K	–	706
2023 Q2	$204K	Buy	+2,923	New	+$195K	0.01%	636
2022 Q1	–	Sell	-3,344	Closed	-$475K	–	609
2021 Q4	$475K	Sell	3,344 -809	-19%	-$190K	0.03%	348
2021 Q3	$1.03M	Buy	4,153 +429	+12%	+$145K	0.07%	221
2021 Q2	$1.39M	Buy	3,724 +363	+11%	+$121K	0.1%	168
2021 Q1	$1.13M	Sell	3,361 -109	-3%	-$40.1K	0.09%	184
2020 Q4	$1.33M	Buy	3,470 +1,084	+45%	+$483K	0.13%	137
2020 Q3	$1.08M	Buy	2,386 +116	+5%	+$37.1K	0.13%	130
2020 Q2	$573K	Buy	2,270 +720	+46%	+$130K	0.07%	197
2020 Q1	$233K	Buy	+1,550	New	+$153K	0.04%	299

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