Corient Private Wealth
ZM icon

Corient Private Wealth’s Zoom ZM Stock Holding History

Corient Private Wealth’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 		$5.31M Sell
68,080
-250,840
-79% -$21M 0.01% 823
2025
Q4 		$12.4M Buy
318,920
+263,754
+478% +$22.2M 0.01% 703
2025
Q3 		$4.55M Sell
55,166
-9,879
-15% -$771K 0.01% 748
2025
Q2 		$5.07M Buy
65,045
+991
+2% +$76.6K 0.01% 703
2025
Q1 		$4.73M Buy
64,054
+3,304
+5% +$263K 0.01% 700
2024
Q4 		$4.96M Buy
60,750
+44,109
+265% +$3.47M 0.01% 700
2024
Q3 		$1.16M Buy
16,641
+5,906
+55% +$369K ﹤0.01% 1333
2024
Q2 		$635K Buy
10,735
+3,407
+46% +$209K ﹤0.01% 1520
2024
Q1 		$479K Buy
7,328
+162
+2% +$10.8K ﹤0.01% 1649
2023
Q4 		$515K Buy
7,166
+777
+12% +$51.4K ﹤0.01% 1594
2023
Q3 		$447K Buy
6,389
+1,076
+20% +$74.7K ﹤0.01% 1554
2023
Q2 		$361K Sell
5,313
-3,802
-42% -$254K ﹤0.01% 1617
2023
Q1 		$675K Sell
9,115
-2,011
-18% -$145K ﹤0.01% 1249
2022
Q4 		$699K Buy
+11,126
New +$845K ﹤0.01% 1037

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