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
2021 Q1	–	Sell	-20,000	Closed	-$6.75M	–	209
2020 Q4	$6.75M	Buy	+20,000	New	+$8.92M	0.59%	34

Other funds holding ZM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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.