DIA
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Dana Investment Advisors’s Zoom ZM Stock Holding History

Dana Investment 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 		$5.48M Sell
68,114
-716
-1% -$60K 0.16% 159
2025
Q4 		$5.94M Sell
68,830
-119
-0.2% -$10K 0.17% 144
2025
Q3 		$5.69M Sell
68,949
-2,111
-3% -$165K 0.17% 147
2025
Q2 		$5.54M Sell
71,060
-647
-0.9% -$50K 0.18% 141
2025
Q1 		$5.29M Sell
71,707
-844
-1% -$67.3K 0.19% 140
2024
Q4 		$5.92M Sell
72,551
-17,908
-20% -$1.41M 0.2% 139
2024
Q3 		$6.31M Sell
90,459
-767
-0.8% -$47.9K 0.21% 135
2024
Q2 		$5.4M Buy
91,226
+35,105
+63% +$2.16M 0.18% 156
2024
Q1 		$3.67M Buy
+56,121
New +$3.74M 0.12% 214
2020
Q3 		– Sell
-1,585
Closed -$402K – 298
2020
Q2 		$402K Buy
+1,585
New +$285K 0.02% 232

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