Cooper Financial Group’s Zoom ZM Stock Holding History

Cooper Financial Group’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	–	Sell	-2,373	Closed	-$205K	–	453
2025 Q4	$205K	Buy	+2,373	New	+$200K	0.02%	371
2021 Q3	–	Sell	-580	Closed	-$224K	–	272
2021 Q2	$224K	Buy	+580	New	+$193K	0.05%	230

Other funds holding ZM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Cooper Financial Group's ZM Position: Q1 2026 in Review

Cooper Financial Group sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,373 shares — an estimated $205K sold.

Cooper Financial Group first reported a position in ZM in Q2 2021 and held it in 2 quarters. The position peaked at $224K in Q2 2021. 818 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Cooper Financial Group reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
Cooper Financial Group sold 2,373 Zoom shares in Q1 2026, an estimated $205K.
Cooper Financial Group first reported a position in Zoom in Q2 2021 and held it in 2 quarters.
Cooper Financial Group's Zoom position peaked at $224K in Q2 2021.
818 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.