Crowley Wealth Management’s Zoom ZM Stock Holding History

Crowley Wealth Management’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
2025 Q2	–	Sell	-120	Closed	-$8.85K	–	418
2025 Q1	$8.85K	Hold	120	–	–	0.01%	269
2024 Q4	$9.79K	Buy	+120	New	+$9.43K	0.01%	269

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Crowley Wealth Management's ZM Position: Q2 2025 in Review

Crowley Wealth Management sold out of Zoom (ZM) in Q2 2025, closing a stake of 120 shares — an estimated $8.85K sold.

Crowley Wealth Management first reported a position in ZM in Q4 2024 and held it in 2 quarters. The position peaked at $9.79K in Q4 2024. 720 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Crowley Wealth Management reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Crowley Wealth Management sold 120 Zoom shares in Q2 2025, an estimated $8.85K.
Crowley Wealth Management first reported a position in Zoom in Q4 2024 and held it in 2 quarters.
Crowley Wealth Management's Zoom position peaked at $9.79K in Q4 2024.
720 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Crowley Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.