Family Wealth Partners’s Zoom ZM Stock Holding History

Family Wealth Partners’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	-3,179	Closed	-$274K	–	112
2025 Q4	$274K	Buy	+3,179	New	+$268K	0.1%	73

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Family Wealth Partners's ZM Position: Q1 2026 in Review

Family Wealth Partners sold out of Zoom (ZM) in Q1 2026, closing a stake of 3,179 shares — an estimated $274K sold.

Family Wealth Partners first reported a position in ZM in Q4 2025 and held it in 1 quarter. The position peaked at $274K in Q4 2025. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Family Wealth Partners reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
Family Wealth Partners sold 3,179 Zoom shares in Q1 2026, an estimated $274K.
Family Wealth Partners first reported a position in Zoom in Q4 2025 and held it in 1 quarter.
Family Wealth Partners's Zoom position peaked at $274K in Q4 2025.
816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Family Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.