CGH
ZM icon

Crossmark Global Holdings’s Zoom ZM Stock Holding History

Crossmark Global Holdings’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 		$3.42M Sell
42,600
-1,600
-4% -$134K 0.05% 316
2025
Q4 		$3.81M Sell
44,200
-952
-2% -$80.1K 0.05% 299
2025
Q3 		$3.73M Sell
45,152
-3,800
-8% -$296K 0.06% 306
2025
Q2 		$3.82M Sell
48,952
-352
-0.7% -$27.2K 0.06% 286
2025
Q1 		$3.64M Buy
49,304
+32,930
+201% +$2.62M 0.06% 288
2024
Q4 		$1.34M Buy
16,374
+13,471
+464% +$1.06M 0.02% 496
2024
Q3 		$203K Buy
+2,903
New +$181K ﹤0.01% 1236
2022
Q1 		– Sell
-1,290
Closed -$237K – 1394
2021
Q4 		$237K Buy
1,290
+20
+2% +$4.7K 0.01% 1268
2021
Q3 		$332K Sell
1,270
-50
-4% -$16.9K 0.01% 1119
2021
Q2 		$511K Hold
1,320
– – 0.01% 918
2021
Q1 		$424K Buy
1,320
+70
+6% +$25.8K 0.01% 995
2020
Q4 		$422K Buy
1,250
+10
+0.8% +$4.46K 0.01% 915
2020
Q3 		$583K Buy
1,240
+10
+0.8% +$3.2K 0.02% 704
2020
Q2 		$312K Buy
+1,230
New +$221K 0.01% 983

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