CVA Family Office’s Zoom ZM Stock Holding History

CVA Family Office’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	$35.8K	Buy	445 +271	+156%	+$22.7K	﹤0.01%	665
2025 Q4	$15K	Buy	174 +64	+58%	+$5.39K	﹤0.01%	740
2025 Q3	$9.07K	Sell	110 -53	-33%	-$4.13K	﹤0.01%	820
2025 Q2	$12.7K	Buy	163 +87	+114%	+$6.73K	﹤0.01%	761
2025 Q1	$5.61K	Buy	76 +17	+29%	+$1.35K	﹤0.01%	880
2024 Q4	$4.82K	Buy	59 +13	+28%	+$1.02K	﹤0.01%	886
2024 Q3	$3.21K	Buy	46 +14	+44%	+$875	﹤0.01%	913
2024 Q2	$1.89K	Buy	32 +16	+100%	+$983	﹤0.01%	971
2024 Q1	$1.05K	Hold	16	–	–	﹤0.01%	997
2023 Q4	$1.15K	Buy	+16	New	+$1.06K	﹤0.01%	970
2023 Q3	–	Sell	-16	Closed	-$1.09K	–	990
2023 Q2	$1.09K	Buy	+16	New	+$1.07K	﹤0.01%	934
2023 Q1	–	Sell	-57	Closed	-$3.86K	–	1014
2022 Q4	$3.86K	Buy	57 +52	+1,040%	+$3.95K	﹤0.01%	761
2022 Q3	$0	Sell	5 -160	-97%	-$15.2K	﹤0.01%	949
2022 Q2	$18K	Buy	165 +140	+560%	+$14.8K	﹤0.01%	561
2022 Q1	$3K	Buy	+25	New	+$3.4K	﹤0.01%	852
2021 Q3	–	Sell	-5	Closed	-$2K	–	912
2021 Q2	$2K	Buy	+5	New	+$1.67K	﹤0.01%	899

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