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GenTrust’s Zoom ZM Stock Holding History

GenTrust’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 		$370K Sell
4,599
-2,798
-38% -$234K 0.02% 175
2025
Q4 		$638K Buy
7,397
+4,967
+204% +$418K 0.03% 147
2025
Q3 		$200K Buy
+2,430
New +$190K 0.01% 206
2020
Q4 		– Sell
-20,000
Closed -$8.92M – 186
2020
Q3 		$9.4M Buy
+20,000
New +$6.4M 0.86% 28

Other funds holding ZM

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $618B 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

GenTrust's ZM Position: Q1 2026 in Review

GenTrust reduced its Zoom (ZM) stake by 38% in Q1 2026, selling an estimated $234K and leaving 4,599 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #175.

GenTrust first reported a position in ZM in Q3 2020 and has held it in 4 quarters since. The position peaked at $9.4M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • GenTrust held 4,599 shares of Zoom worth $370K as of Q1 2026.
  • GenTrust sold 2,798 Zoom shares in Q1 2026, an estimated $234K.
  • Zoom made up 0.02% of GenTrust's portfolio in Q1 2026, its #175 holding.
  • GenTrust first reported a position in Zoom in Q3 2020 and has held it in 4 quarters since.
  • GenTrust's Zoom position peaked at $9.4M in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.