EWA
ZM icon

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 – 605
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 0.2% 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 $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