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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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