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Delos Wealth Advisors’s Zoom ZM Stock Holding History

Delos Wealth 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 		– Sell
-60
Closed -$5.18K – 320
2025
Q4 		$5.18K Hold
60
– – ﹤0.01% 198
2025
Q3 		$4.95K Buy
+60
New +$4.68K ﹤0.01% 209
2024
Q2 		– Sell
-2
Closed -$131 – 351
2024
Q1 		$131 Sell
2
-1
-33% -$67 ﹤0.01% 337
2023
Q4 		$216 Hold
3
– – ﹤0.01% 313
2023
Q3 		$214 Hold
3
– – ﹤0.01% 349
2023
Q2 		$204 Hold
3
– – ﹤0.01% 349
2023
Q1 		$222 Hold
3
– – ﹤0.01% 361
2022
Q4 		$203 Hold
3
– – ﹤0.01% 366
2022
Q3 		$0 Buy
3
+1
+50% +$95 ﹤0.01% 393
2022
Q2 		$0 Hold
2
– – ﹤0.01% 271
2022
Q1 		$0 Hold
2
– – ﹤0.01% 442
2021
Q4 		$0 Hold
2
– – ﹤0.01% 483
2021
Q3 		$1K Hold
2
– – ﹤0.01% 205
2021
Q2 		$1K Buy
+2
New +$666 ﹤0.01% 182

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Delos Wealth Advisors's ZM Position: Q1 2026 in Review

Delos Wealth Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 60 shares — an estimated $5.18K sold.

Delos Wealth Advisors first reported a position in ZM in Q2 2021 and held it in 14 quarters. The position peaked at $5.18K in Q4 2025. 818 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Delos Wealth Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Delos Wealth Advisors sold 60 Zoom shares in Q1 2026, an estimated $5.18K.
  • Delos Wealth Advisors first reported a position in Zoom in Q2 2021 and held it in 14 quarters.
  • Delos Wealth Advisors's Zoom position peaked at $5.18K in Q4 2025.
  • 818 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.