Colonial Trust Advisors’s Zoom ZM Stock Holding History

Colonial Trust 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 Q4	–	Sell	-100	Closed	-$8.25K	–	739
2025 Q3	$8.25K	Hold	100	–	–	﹤0.01%	519
2025 Q2	$7.8K	Sell	100 -100	-50%	-$7.73K	﹤0.01%	545
2025 Q1	$14.8K	Hold	200	–	–	﹤0.01%	461
2024 Q4	$16.3K	Sell	200 -90	-31%	-$7.08K	﹤0.01%	428
2024 Q3	$20.2K	Hold	290	–	–	﹤0.01%	449
2024 Q2	$17.2K	Hold	290	–	–	﹤0.01%	448
2024 Q1	$19K	Buy	290 +190	+190%	+$12.7K	﹤0.01%	485
2023 Q4	$7.19K	Hold	100	–	–	﹤0.01%	557
2023 Q3	$6.99K	Hold	100	–	–	﹤0.01%	559
2023 Q2	$6.79K	Hold	100	–	–	﹤0.01%	578
2023 Q1	$7.38K	Hold	100	–	–	﹤0.01%	563
2022 Q4	$6.77K	Buy	+100	New	+$7.6K	﹤0.01%	573

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Colonial Trust Advisors's ZM Position: Q4 2025 in Review

Colonial Trust Advisors sold out of Zoom (ZM) in Q4 2025, closing a stake of 100 shares — an estimated $8.25K sold.

Colonial Trust Advisors first reported a position in ZM in Q4 2022 and held it in 12 quarters. The position peaked at $20.2K in Q3 2024. 825 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

Colonial Trust Advisors reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
Colonial Trust Advisors sold 100 Zoom shares in Q4 2025, an estimated $8.25K.
Colonial Trust Advisors first reported a position in Zoom in Q4 2022 and held it in 12 quarters.
Colonial Trust Advisors's Zoom position peaked at $20.2K in Q3 2024.
825 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Colonial Trust Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.