CWM
ZM icon

Circle Wealth Management’s Zoom ZM Stock Holding History

Circle Wealth Management’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 		$1.68M Buy
20,883
+4,768
+30% +$399K 0.02% 100
2025
Q4 		$1.39M Hold
16,115
– – 0.02% 107
2025
Q3 		$1.33M Buy
16,115
+1,129
+8% +$88.1K 0.03% 102
2025
Q2 		$1.17M Sell
14,986
-5,405
-27% -$418K 0.03% 106
2025
Q1 		$1.5M Buy
20,391
+13,629
+202% +$1.09M 0.03% 95
2024
Q4 		$552K Buy
+6,762
New +$532K 0.01% 161

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