GJIA
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Glass Jacobson Investment Advisors’s Zoom ZM Stock Holding History

Glass Jacobson Investment 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 		$402 Hold
5
– – ﹤0.01% 584
2025
Q4 		$432 Hold
5
– – ﹤0.01% 562
2025
Q3 		$413 Hold
5
– – ﹤0.01% 562
2025
Q2 		$390 Hold
5
– – ﹤0.01% 543
2025
Q1 		$409 Hold
5
– – ﹤0.01% 815
2024
Q4 		$409 Hold
5
– – ﹤0.01% 815
2024
Q3 		$349 Hold
5
– – ﹤0.01% 738
2024
Q2 		$296 Hold
5
– – ﹤0.01% 736
2024
Q1 		$327 Buy
5
+3
+150% +$200 ﹤0.01% 727
2023
Q4 		$144 Sell
2
-35
-95% -$2.31K ﹤0.01% 697
2023
Q3 		$2.59K Hold
37
– – ﹤0.01% 618
2023
Q2 		$2.51K Buy
+37
New +$2.47K ﹤0.01% 627
2022
Q4 		$2.51K Buy
+37
New +$2.81K ﹤0.01% 653

Other funds holding ZM

BlackRock
BlackRock New York $5.7T 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 $1.47T 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
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