EWA
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Exencial Wealth Advisors’s Zoom ZM Stock Holding History

Exencial Wealth Advisors’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
-2,998
Closed -$259K – 604
2025
Q4 		$259K Buy
+2,998
New +$252K 0.01% 493
2022
Q2 		– Sell
-27,828
Closed -$3.26M – 472
2022
Q1 		$3.26M Buy
27,828
+5,941
+27% +$808K 0.16% 152
2021
Q4 		$4.03M Buy
21,887
+19,688
+895% +$4.63M 0.19% 141
2021
Q3 		$575K Buy
2,199
+1,206
+121% +$407K 0.03% 231
2021
Q2 		$384K Hold
993
– – 0.02% 349
2021
Q1 		$319K Buy
+993
New +$365K 0.02% 346
2020
Q4 		– Sell
-1,317
Closed -$619K – 407
2020
Q3 		$619K Buy
+1,317
New +$421K 0.03% 237

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Exencial Wealth Advisors's ZM Position: Q1 2026 in Review

Exencial Wealth Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,998 shares — an estimated $259K sold.

Exencial Wealth Advisors first reported a position in ZM in Q3 2020 and held it in 7 quarters. The position peaked at $4.03M in Q4 2021. 818 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Exencial Wealth Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Exencial Wealth Advisors sold 2,998 Zoom shares in Q1 2026, an estimated $259K.
  • Exencial Wealth Advisors first reported a position in Zoom in Q3 2020 and held it in 7 quarters.
  • Exencial Wealth Advisors's Zoom position peaked at $4.03M in Q4 2021.
  • 818 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.