EF
ZM icon

Empowered Funds’s Zoom ZM Stock Holding History

Empowered Funds’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 		$24.6M Buy
305,821
+162,902
+114% +$13.6M 0.16% 127
2025
Q4 		$12.3M Sell
142,919
-5,362
-4% -$451K 0.21% 97
2025
Q3 		$12.2M Buy
148,281
+18,519
+14% +$1.44M 0.12% 173
2025
Q2 		$10.1M Buy
129,762
+3,973
+3% +$307K 0.11% 196
2025
Q1 		$9.28M Buy
125,789
+11,073
+10% +$882K 0.13% 175
2024
Q4 		$9.36M Sell
114,716
-1,502
-1% -$118K 0.14% 171
2024
Q3 		$8.11M Sell
116,218
-10,718
-8% -$670K 0.13% 199
2024
Q2 		$7.51M Buy
126,936
+18,812
+17% +$1.16M 0.13% 187
2024
Q1 		$7.07M Buy
108,124
+100,982
+1,414% +$6.73M 0.13% 221
2023
Q4 		$514K Buy
7,142
+639
+10% +$42.3K 0.01% 982
2023
Q3 		$455K Buy
6,503
+1,189
+22% +$82.5K 0.01% 954
2023
Q2 		$361K Buy
5,314
+924
+21% +$61.8K 0.01% 907
2023
Q1 		$324K Buy
+4,390
New +$316K 0.02% 443
2022
Q4 		– Sell
-3,162
Closed -$240K – 694
2022
Q3 		$232K Buy
3,162
+796
+34% +$75.8K 0.02% 304
2022
Q2 		$255K Buy
+2,366
New +$250K 0.03% 249
2021
Q2 		– Sell
-3,672
Closed -$1.24M – 315
2021
Q1 		$1.24M Hold
3,672
– – 0.24% 134
2020
Q4 		$1.24M Buy
+3,672
New +$1.64M 0.24% 134

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