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Garton & Associates Financial Advisors’s Zoom ZM Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-25
Closed -$2.16K – 720
2025
Q4 		$2.16K Buy
+25
New +$2.1K ﹤0.01% 1092

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 40.91% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Garton & Associates Financial Advisors's ZM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 25 shares — an estimated $2.16K sold.

Garton & Associates Financial Advisors first reported a position in ZM in Q4 2025 and held it in 1 quarter. The position peaked at $2.16K in Q4 2025. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 25 Zoom shares in Q1 2026, an estimated $2.16K.
  • Garton & Associates Financial Advisors first reported a position in Zoom in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Zoom position peaked at $2.16K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.