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Fort Washington Investment Advisors’s Zoom ZM Stock Holding History

Fort Washington Investment 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
2025
Q4 		– Sell
-2,950
Closed -$243K – 439
2025
Q3 		$243K Hold
2,950
– – ﹤0.01% 391
2025
Q2 		$230K Hold
2,950
– – ﹤0.01% 383
2025
Q1 		$218K Sell
2,950
-120
-4% -$9.56K ﹤0.01% 387
2024
Q4 		$251K Sell
3,070
-190
-6% -$14.9K ﹤0.01% 378
2024
Q3 		$227K Buy
+3,260
New +$204K ﹤0.01% 386

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fort Washington Investment Advisors's ZM Position: Q4 2025 in Review

Fort Washington Investment Advisors sold out of Zoom (ZM) in Q4 2025, closing a stake of 2,950 shares — an estimated $243K sold.

Fort Washington Investment Advisors first reported a position in ZM in Q3 2024 and held it in 5 quarters. The position peaked at $251K in Q4 2024. 823 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

  • Fort Washington Investment Advisors reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 2,950 Zoom shares in Q4 2025, an estimated $243K.
  • Fort Washington Investment Advisors first reported a position in Zoom in Q3 2024 and held it in 5 quarters.
  • Fort Washington Investment Advisors's Zoom position peaked at $251K in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.