Covestor’s Zoom ZM Stock Holding History

Covestor’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	$176K	Sell	2,180 -780	-26%	-$65.3K	0.12%	126
2025 Q4	$256K	Sell	2,960 -678	-19%	-$57.1K	0.13%	141
2025 Q3	$300K	Buy	3,638 +558	+18%	+$43.5K	0.17%	83
2025 Q2	$240K	Sell	3,080 -475	-13%	-$36.7K	0.14%	118
2025 Q1	$263K	Sell	3,555 -518	-13%	-$41.3K	0.18%	74
2024 Q4	$333K	Sell	4,073 -696	-15%	-$54.7K	0.21%	50
2024 Q3	$332K	Buy	4,769 +974	+26%	+$60.9K	0.21%	44
2024 Q2	$225K	Buy	3,795 +1,786	+89%	+$110K	0.15%	129
2024 Q1	$131K	Buy	2,009 +537	+36%	+$35.8K	0.08%	353
2023 Q4	$106K	Buy	1,472 +152	+12%	+$10.1K	0.07%	460
2023 Q3	$92K	Buy	1,320 +7	+0.5%	+$486	0.07%	471
2023 Q2	$89K	Buy	1,313 +1,154	+726%	+$77.2K	0.07%	513
2023 Q1	$12K	Sell	159 -174	-52%	-$12.5K	0.01%	1243
2022 Q4	$22K	Sell	333 -1,412	-81%	-$107K	0.02%	1010
2022 Q3	$129K	Buy	1,745 +949	+119%	+$90.4K	0.11%	230
2022 Q2	$86K	Buy	796 +402	+102%	+$42.4K	0.07%	498
2022 Q1	$46K	Buy	394 +171	+77%	+$23.3K	0.03%	833
2021 Q4	$41K	Buy	+223	New	+$52.4K	0.06%	657

Other funds holding ZM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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