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Fi3 Financial Advisors’s Zoom ZM Stock Holding History

Fi3 Financial 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 		$202K Sell
2,517
-1,242
-33% -$104K 0.06% 212
2025
Q4 		$324K Buy
+3,759
New +$316K 0.1% 120

Other funds holding ZM

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $618B 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

Fi3 Financial Advisors's ZM Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Zoom (ZM) stake by 33% in Q1 2026, selling an estimated $104K and leaving 2,517 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #212.

Fi3 Financial Advisors first reported a position in ZM in Q4 2025 and has held it in 2 quarters since. The position peaked at $324K in Q4 2025. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Fi3 Financial Advisors held 2,517 shares of Zoom worth $202K as of Q1 2026.
  • Fi3 Financial Advisors sold 1,242 Zoom shares in Q1 2026, an estimated $104K.
  • Zoom made up 0.06% of Fi3 Financial Advisors's portfolio in Q1 2026, its #212 holding.
  • Fi3 Financial Advisors first reported a position in Zoom in Q4 2025 and has held it in 2 quarters since.
  • Fi3 Financial Advisors's Zoom position peaked at $324K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.