Crewe Advisors’s Zoom ZM Stock Holding History

Crewe 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
2026 Q1	$483	Hold	6	–	–	﹤0.01%	994
2025 Q4	$518	Hold	6	–	–	﹤0.01%	1042
2025 Q3	$495	Hold	6	–	–	﹤0.01%	938
2025 Q2	$468	Hold	6	–	–	﹤0.01%	651
2025 Q1	$443	Hold	6	–	–	﹤0.01%	636
2024 Q4	$490	Hold	6	–	–	﹤0.01%	561
2024 Q3	$419	Hold	6	–	–	﹤0.01%	674
2024 Q2	$356	Hold	6	–	–	﹤0.01%	923
2024 Q1	$393	Buy	+6	New	+$400	﹤0.01%	912
2023 Q3	–	Sell	-6	Closed	-$408	–	935
2023 Q2	$408	Sell	6 -58	-91%	-$3.88K	﹤0.01%	649
2023 Q1	$4.73K	Sell	64 -16	-20%	-$1.15K	﹤0.01%	643
2022 Q4	$5.42K	Sell	80 -77	-49%	-$5.85K	﹤0.01%	656
2022 Q3	$12K	Buy	157 +14	+10%	+$1.33K	﹤0.01%	622
2022 Q2	$15K	Buy	+143	New	+$15.1K	﹤0.01%	503
2021 Q4	–	Sell	-72	Closed	-$19K	–	471
2021 Q3	$19K	Hold	72	–	–	﹤0.01%	217
2021 Q2	$28K	Hold	72	–	–	0.01%	197
2021 Q1	$23K	Hold	72	–	–	0.01%	213
2020 Q4	$24K	Hold	72	–	–	0.01%	192
2020 Q3	$34K	Hold	72	–	–	0.02%	151
2020 Q2	$18K	Buy	+72	New	+$13K	0.01%	146

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