EM
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Excalibur Management’s Zoom ZM Stock Holding History

Excalibur Management’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
-2,371
Closed -$205K – 166
2025
Q4 		$205K Sell
2,371
-810
-25% -$68.2K 0.07% 156
2025
Q3 		$262K Sell
3,181
-87
-3% -$6.79K 0.1% 142
2025
Q2 		$255K Sell
3,268
-551
-14% -$42.6K 0.1% 141
2025
Q1 		$282K Sell
3,819
-20
-0.5% -$1.59K 0.11% 136
2024
Q4 		$313K Sell
3,839
-65
-2% -$5.11K 0.12% 132
2024
Q3 		$272K Sell
3,904
-440
-10% -$27.5K 0.1% 143
2024
Q2 		$257K Buy
4,344
+232
+6% +$14.3K 0.1% 142
2024
Q1 		$269K Buy
4,112
+80
+2% +$5.33K 0.11% 136
2023
Q4 		$290K Sell
4,032
-51
-1% -$3.37K 0.14% 128
2023
Q3 		$286K Buy
4,083
+259
+7% +$18K 0.15% 120
2023
Q2 		$260K Sell
3,824
-150
-4% -$10K 0.13% 130
2023
Q1 		$293K Sell
3,974
-15
-0.4% -$1.08K 0.15% 121
2022
Q4 		$270K Sell
3,989
-90
-2% -$6.84K 0.14% 125
2022
Q3 		$300K Sell
4,079
-153
-4% -$14.6K 0.17% 115
2022
Q2 		$457K Buy
4,232
+1,600
+61% +$169K 0.24% 96
2022
Q1 		$309K Buy
+2,632
New +$358K 0.13% 125
2020
Q4 		– Sell
-450
Closed -$212K – 148
2020
Q3 		$212K Buy
+450
New +$144K 0.13% 119

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