PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Zoom ZM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q4	–	Sell	-39	Closed	-$3.22K	–	611
2025 Q3	$3.22K	Buy	+39	New	+$3.04K	﹤0.01%	460
2023 Q2	–	Sell	-50	Closed	-$3.69K	–	334
2023 Q1	$3.69K	Hold	50	–	–	﹤0.01%	255
2022 Q4	$3.39K	Buy	+50	New	+$3.8K	﹤0.01%	227

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ZM Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Zoom (ZM) in Q4 2025, closing a stake of 39 shares — an estimated $3.22K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ZM in Q4 2022 and held it in 3 quarters. The position peaked at $3.69K in Q1 2023. 823 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 39 Zoom shares in Q4 2025, an estimated $3.22K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Zoom in Q4 2022 and held it in 3 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Zoom position peaked at $3.69K in Q1 2023.
823 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.