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	–	328
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	–	353
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%	394
2022 Q2	$0	Hold	2	–	–	﹤0.01%	272
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 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