Focus Partners Wealth
ZM icon

Focus Partners Wealth’s Zoom ZM Stock Holding History

Focus Partners Wealth’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 		$9.49M Sell
112,898
-33,901
-23% -$2.84M 0.01% 737
2025
Q4 		$12.7M Buy
146,799
+65,364
+80% +$5.5M 0.01% 624
2025
Q3 		$6.72M Buy
81,435
+19,848
+32% +$1.55M 0.01% 669
2025
Q2 		$4.8M Sell
61,587
-33,865
-35% -$2.62M 0.01% 691
2025
Q1 		$7.04M Sell
95,452
-10,812
-10% -$862K 0.02% 542
2024
Q4 		$8.67M Buy
106,264
+26,370
+33% +$2.07M 0.02% 498
2024
Q3 		$5.57M Buy
79,894
+54,986
+221% +$3.44M 0.02% 535
2024
Q2 		$1.47M Buy
24,908
+136
+0.5% +$8.35K 0.01% 711
2024
Q1 		$1.62M Buy
+24,772
New +$1.65M 0.01% 521

Other funds holding ZM

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $141B 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