Evergreen Private Wealth’s Zoom ZM Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-27	Closed	-$2.23K	–	235
2025 Q3	$2.23K	Hold	27	–	–	﹤0.01%	214
2025 Q2	$2.1K	Buy	+27	New	+$2.09K	﹤0.01%	244

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Evergreen Private Wealth's ZM Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Zoom (ZM) in Q4 2025, closing a stake of 27 shares — an estimated $2.23K sold.

Evergreen Private Wealth first reported a position in ZM in Q2 2025 and held it in 2 quarters. The position peaked at $2.23K in Q3 2025. 825 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

Evergreen Private Wealth reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 27 Zoom shares in Q4 2025, an estimated $2.23K.
Evergreen Private Wealth first reported a position in Zoom in Q2 2025 and held it in 2 quarters.
Evergreen Private Wealth's Zoom position peaked at $2.23K in Q3 2025.
825 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.