FGAM
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Financial Gravity Asset Management’s Zoom ZM Stock Holding History

Financial Gravity Asset 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
2025
Q1 		$1.84K Buy
+25
New +$1.99K ﹤0.01% 831
2021
Q3 		$262K Hold
14
– – 0.12% 138
2021
Q2 		$387K Buy
+14
New +$4.66K 0.14% 101

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's ZM Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Zoom (ZM) in Q1 2025: 25 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in ZM as recently as Q3 2021.

Financial Gravity Asset Management first reported a position in ZM in Q2 2021 and has held it in 3 quarters since. The position peaked at $387K in Q2 2021. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Financial Gravity Asset Management held 25 shares of Zoom worth $1.84K as of Q1 2025.
  • Zoom was a new Financial Gravity Asset Management position in Q1 2025.
  • Zoom made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #831 holding.
  • Financial Gravity Asset Management first reported a position in Zoom in Q2 2021 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Zoom position peaked at $387K in Q2 2021.
  • 713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.