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Curi RMB Capital’s Zoom ZM Stock Holding History

Curi RMB Capital’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 		$344K Sell
4,285
-11,940
-74% -$1M 0.01% 696
2025
Q4 		$1.4M Buy
+16,225
New +$1.37M 0.02% 400
2021
Q4 		– Sell
-878
Closed -$230K – 461
2021
Q3 		$230K Hold
878
– – 0.01% 425
2021
Q2 		$340K Hold
878
– – 0.01% 397
2021
Q1 		$282K Hold
878
– – 0.01% 406
2020
Q4 		$296K Sell
878
-49
-5% -$21.8K 0.01% 503
2020
Q3 		$436K Hold
927
– – 0.02% 441
2020
Q2 		$235K Buy
+927
New +$167K 0.01% 515

Other funds holding ZM

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $618B 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

Curi RMB Capital's ZM Position: Q1 2026 in Review

Curi RMB Capital reduced its Zoom (ZM) stake by 74% in Q1 2026, selling an estimated $1M and leaving 4,285 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #696.

Curi RMB Capital first reported a position in ZM in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.4M in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Curi RMB Capital held 4,285 shares of Zoom worth $344K as of Q1 2026.
  • Curi RMB Capital sold 11,940 Zoom shares in Q1 2026, an estimated $1M.
  • Zoom made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #696 holding.
  • Curi RMB Capital first reported a position in Zoom in Q2 2020 and has held it in 8 quarters since.
  • Curi RMB Capital's Zoom position peaked at $1.4M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.