FGC
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Financial Gravity Companies’s Zoom ZM Stock Holding History

Financial Gravity Companies’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
Q2 		$1.95K Buy
+25
New +$1.93K ﹤0.01% 761
2024
Q4 		$2.04K Buy
+25
New +$1.97K ﹤0.01% 757

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Financial Gravity Companies's ZM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Zoom (ZM) in Q2 2025: 25 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ZM as recently as Q4 2024.

Financial Gravity Companies first reported a position in ZM in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.04K in Q4 2024. 718 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

  • Financial Gravity Companies held 25 shares of Zoom worth $1.95K as of Q2 2025.
  • Zoom was a new Financial Gravity Companies position in Q2 2025.
  • Zoom made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #761 holding.
  • Financial Gravity Companies first reported a position in Zoom in Q4 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's Zoom position peaked at $2.04K in Q4 2024.
  • 718 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.