Claro Advisors’s Zoom ZM Stock Holding History

Claro Advisors’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	-3,735	Closed	-$276K	–	530
2025 Q1	$276K	Buy	3,735 +201	+6%	+$16K	0.04%	409
2024 Q4	$288K	Sell	3,534 -420	-11%	-$33K	0.04%	370
2024 Q3	$276K	Buy	+3,954	New	+$247K	0.04%	406

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Claro Advisors's ZM Position: Q2 2025 in Review

Claro Advisors sold out of Zoom (ZM) in Q2 2025, closing a stake of 3,735 shares — an estimated $276K sold.

Claro Advisors first reported a position in ZM in Q3 2024 and held it in 3 quarters. The position peaked at $288K in Q4 2024. 719 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Claro Advisors reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 3,735 Zoom shares in Q2 2025, an estimated $276K.
Claro Advisors first reported a position in Zoom in Q3 2024 and held it in 3 quarters.
Claro Advisors's Zoom position peaked at $288K in Q4 2024.
719 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.