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Concurrent Investment Advisors’s Zoom ZM Stock Holding History

Concurrent Investment 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
Q3 		– Sell
-2,591
Closed -$202K – 1614
2025
Q2 		$202K Buy
+2,591
New +$200K ﹤0.01% 1262

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Concurrent Investment Advisors's ZM Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Zoom (ZM) in Q3 2025, closing a stake of 2,591 shares — an estimated $202K sold.

Concurrent Investment Advisors first reported a position in ZM in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 751 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 2,591 Zoom shares in Q3 2025, an estimated $202K.
  • Concurrent Investment Advisors first reported a position in Zoom in Q2 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Zoom position peaked at $202K in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.