CT
ZM icon

Clearstead Trust’s Zoom ZM Stock Holding History

Clearstead Trust’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 		$4.82K Buy
+60
New +$5.03K ﹤0.01% 760
2023
Q4 		– Sell
-100
Closed -$6.99K – 476
2023
Q3 		$6.99K Hold
100
– – ﹤0.01% 367
2023
Q2 		$7.38K Hold
100
– – ﹤0.01% 323
2023
Q1 		$7.38K Hold
100
– – ﹤0.01% 310
2022
Q4 		$7K Hold
100
– – ﹤0.01% 329
2022
Q3 		$7K Hold
100
– – ﹤0.01% 311
2022
Q2 		$11K Hold
100
– – 0.01% 147
2022
Q1 		$12K Hold
100
– – 0.01% 154
2021
Q4 		$18K Buy
+100
New +$23.5K 0.01% 151
2020
Q3 		– Sell
-72
Closed -$18K – 163
2020
Q2 		$18K Sell
72
-85
-54% -$15.3K 0.02% 133
2020
Q1 		$23K Buy
+157
New +$15.5K 0.02% 136

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