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
2023 Q1	–	Sell	-3,908	Closed	-$265K	–	742
2022 Q4	$265K	Buy	+3,908	New	+$297K	0.02%	409

Other funds holding ZM

BlackRock New York $5.72T 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Empowered Funds's ZM Position: Q1 2026 in Review

Empowered Funds increased its Zoom (ZM) stake by 114% in Q1 2026, buying an estimated $13.6M and bringing the position to 305,821 shares worth $24.6M. The position accounts for 0.16% of the portfolio, ranked #127.

Empowered Funds first reported a position in ZM in Q4 2020 and has held it in 17 quarters since. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Empowered Funds held 305,821 shares of Zoom worth $24.6M as of Q1 2026.
Empowered Funds bought 162,902 Zoom shares in Q1 2026, an estimated $13.6M.
Zoom made up 0.16% of Empowered Funds's portfolio in Q1 2026, its #127 holding.
Empowered Funds first reported a position in Zoom in Q4 2020 and has held it in 17 quarters since.
814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.