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Galvin Gaustad & Stein’s Zoom ZM Stock Holding History

Galvin Gaustad & Stein’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 		– Sell
-2,575
Closed -$222K – 271
2025
Q4 		$222K Sell
2,575
-115
-4% -$9.68K 0.02% 240
2025
Q3 		$222K Sell
2,690
-1,145
-30% -$89.3K 0.02% 198
2025
Q2 		$299K Sell
3,835
-4,535
-54% -$351K 0.03% 162
2025
Q1 		$617K Sell
8,370
-19,416
-70% -$1.55M 0.06% 120
2024
Q4 		$2.27M Sell
27,786
-282,189
-91% -$22.2M 0.2% 70
2024
Q3 		$21.6M Sell
309,975
-5,695
-2% -$356K 1.93% 17
2024
Q2 		$18.7M Sell
315,670
-16,857
-5% -$1.04M 1.74% 21
2024
Q1 		$21.7M Buy
332,527
+4,479
+1% +$299K 2% 20
2023
Q4 		$23.6M Buy
328,048
+66,433
+25% +$4.39M 2.21% 10
2023
Q3 		$18.3M Buy
261,615
+7,772
+3% +$539K 1.85% 22
2023
Q2 		$17.2M Buy
253,843
+22,175
+10% +$1.48M 1.67% 27
2023
Q1 		$17.1M Buy
231,668
+16,640
+8% +$1.2M 1.69% 26
2022
Q4 		$14.6M Buy
215,028
+91,550
+74% +$6.95M 1.47% 33
2022
Q3 		$9.09M Buy
+123,478
New +$11.8M 0.96% 47

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Galvin Gaustad & Stein's ZM Position: Q1 2026 in Review

Galvin Gaustad & Stein sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,575 shares — an estimated $222K sold.

Galvin Gaustad & Stein first reported a position in ZM in Q3 2022 and held it in 14 quarters. The position peaked at $23.6M in Q4 2023. 818 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Galvin Gaustad & Stein reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 2,575 Zoom shares in Q1 2026, an estimated $222K.
  • Galvin Gaustad & Stein first reported a position in Zoom in Q3 2022 and held it in 14 quarters.
  • Galvin Gaustad & Stein's Zoom position peaked at $23.6M in Q4 2023.
  • 818 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.