CCM
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Coldstream Capital Management’s Zoom ZM Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-754
Closed -$55.6K – 3431
2025
Q1 		$55.6K Buy
+754
New +$60.1K ﹤0.01% 1655
2021
Q4 		– Sell
-1,032
Closed -$485K – 857
2021
Q3 		$485K Buy
1,032
+350
+51% +$118K 0.02% 253
2021
Q2 		$264K Sell
682
-4
-0.6% -$1.33K 0.01% 423
2021
Q1 		$220K Sell
686
-3
-0.4% -$1.1K 0.01% 406
2020
Q4 		$232K Sell
689
-343
-33% -$153K 0.01% 353
2020
Q3 		$485K Hold
1,032
– – 0.04% 190
2020
Q2 		$262K Buy
+1,032
New +$186K 0.02% 248

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Coldstream Capital Management's ZM Position: Q2 2025 in Review

Coldstream Capital Management sold out of Zoom (ZM) in Q2 2025, closing a stake of 754 shares — an estimated $55.6K sold.

Coldstream Capital Management first reported a position in ZM in Q2 2020 and held it in 7 quarters. The position peaked at $485K in Q3 2021. 720 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

  • Coldstream Capital Management reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 754 Zoom shares in Q2 2025, an estimated $55.6K.
  • Coldstream Capital Management first reported a position in Zoom in Q2 2020 and held it in 7 quarters.
  • Coldstream Capital Management's Zoom position peaked at $485K in Q3 2021.
  • 720 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.