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Dynamic Wealth Strategies’s Zoom ZM Stock Holding History

Dynamic Wealth Strategies’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
2025
Q3 		– Sell
-380
Closed -$29.6K – 245
2025
Q2 		$29.6K Sell
380
-34
-8% -$2.63K 0.02% 146
2025
Q1 		$30.5K Buy
+414
New +$33K 0.03% 156

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dynamic Wealth Strategies's ZM Position: Q3 2025 in Review

Dynamic Wealth Strategies sold out of Zoom (ZM) in Q3 2025, closing a stake of 380 shares — an estimated $29.6K sold.

Dynamic Wealth Strategies first reported a position in ZM in Q1 2025 and held it in 2 quarters. The position peaked at $30.5K in Q1 2025. 754 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Dynamic Wealth Strategies reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 380 Zoom shares in Q3 2025, an estimated $29.6K.
  • Dynamic Wealth Strategies first reported a position in Zoom in Q1 2025 and held it in 2 quarters.
  • Dynamic Wealth Strategies's Zoom position peaked at $30.5K in Q1 2025.
  • 754 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2025, filed 29 Oct 2025.