Gifford Fong Associates’s Zoom ZM Stock Holding History

Gifford Fong Associates’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
2025 Q4	$1.29M	Hold	15,000	–	–	0.26%	80
2025 Q3	$1.24M	Hold	15,000	–	–	0.26%	80
2025 Q2	$1.17M	Hold	15,000	–	–	0.27%	80
2025 Q1	$1.11M	Hold	15,000	–	–	0.28%	84
2024 Q4	$1.22M	Hold	15,000	–	–	0.3%	82
2024 Q3	$1.05M	Hold	15,000	–	–	0.26%	92
2024 Q2	$888K	Hold	15,000	–	–	0.24%	94
2024 Q1	$981K	Hold	15,000	–	–	0.27%	90
2023 Q4	$1.08M	Hold	15,000	–	–	0.23%	87
2023 Q3	$1.05M	Hold	15,000	–	–	0.25%	85
2023 Q2	$1.02M	Hold	15,000	–	–	0.24%	84
2023 Q1	$1.11M	Hold	15,000	–	–	0.29%	82
2022 Q4	$1.02M	Hold	15,000	–	–	0.23%	87
2022 Q3	$1.1M	Hold	15,000	–	–	0.27%	78
2022 Q2	$1.62M	Hold	15,000	–	–	0.38%	67
2022 Q1	$1.76M	Hold	15,000	–	–	0.32%	71
2021 Q4	$2.76M	Hold	15,000	–	–	0.48%	51
2021 Q3	$3.92M	Hold	15,000	–	–	0.76%	37
2021 Q2	$5.8M	Hold	15,000	–	–	1.13%	19
2021 Q1	$4.82M	Hold	15,000	–	–	1.04%	25
2020 Q4	$5.06M	Buy	+15,000	New	+$6.69M	1.17%	20

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Gifford Fong Associates's ZM Position: Q4 2025 in Review

Gifford Fong Associates held its Zoom (ZM) position steady in Q4 2025 at 15,000 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #80.

Gifford Fong Associates first reported a position in ZM in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.8M in Q2 2021. 823 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

Gifford Fong Associates held 15,000 shares of Zoom worth $1.29M as of Q4 2025.
Gifford Fong Associates left its Zoom share count unchanged in Q4 2025.
Zoom made up 0.26% of Gifford Fong Associates's portfolio in Q4 2025, its #80 holding.
Gifford Fong Associates first reported a position in Zoom in Q4 2020 and has held it in 21 quarters since.
Gifford Fong Associates's Zoom position peaked at $5.8M in Q2 2021.
823 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.