GRP
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Global Retirement Partners’s Zoom ZM Stock Holding History

Global Retirement Partners’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 		$468K Buy
5,418
+5,066
+1,439% +$426K 0.01% 986
2025
Q3 		$29K Sell
352
-7
-2% -$546 ﹤0.01% 2209
2025
Q2 		$28K Buy
+359
New +$27.8K ﹤0.01% 2096
2024
Q4 		$19.8K Sell
243
-157
-39% -$12.3K ﹤0.01% 2087
2024
Q3 		$27.9K Buy
400
+149
+59% +$9.31K ﹤0.01% 1833
2024
Q2 		$14.9K Sell
251
-9
-3% -$553 ﹤0.01% 2135
2024
Q1 		$17K Buy
260
+4
+2% +$267 ﹤0.01% 1882
2023
Q4 		$17.7K Sell
256
-265
-51% -$17.5K ﹤0.01% 1809
2023
Q3 		$34.4K Sell
521
-18
-3% -$1.25K ﹤0.01% 1428
2023
Q2 		$36.6K Hold
539
– – ﹤0.01% 1422
2023
Q1 		$32.8K Buy
539
+6
+1% +$432 ﹤0.01% 1421
2022
Q4 		$36.1K Buy
533
+1
+0.2% +$76 ﹤0.01% 1234
2022
Q3 		$44K Buy
532
+3
+0.6% +$286 ﹤0.01% 1074
2022
Q2 		$57K Hold
529
– – ﹤0.01% 949
2022
Q1 		$50K Buy
+529
New +$71.9K ﹤0.01% 999
2021
Q4 		– Sell
-194
Closed -$51K – 1871
2021
Q3 		$51K Buy
194
+13
+7% +$4.38K 0.01% 850
2021
Q2 		$70K Buy
181
+5
+3% +$1.67K 0.01% 741
2021
Q1 		$57K Sell
176
-50
-22% -$18.4K 0.01% 743
2020
Q4 		$76K Sell
226
-45
-17% -$20.1K 0.01% 598
2020
Q3 		$127K Sell
271
-102
-27% -$32.6K 0.02% 442
2020
Q2 		$95K Buy
373
+123
+49% +$22.1K 0.02% 501
2020
Q1 		$37K Buy
250
+150
+150% +$14.8K 0.01% 638
2019
Q4 		$7K Hold
100
– – ﹤0.01% 1265
2019
Q3 		$8K Hold
100
– – ﹤0.01% 1189
2019
Q2 		$9K Buy
+100
New +$8.23K ﹤0.01% 1154

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Global Retirement Partners's ZM Position: Q4 2025 in Review

Global Retirement Partners increased its Zoom (ZM) stake by 1,439% in Q4 2025, buying an estimated $426K and bringing the position to 5,418 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #986.

Global Retirement Partners first reported a position in ZM in Q2 2019 and has held it in 25 quarters since. 822 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

  • Global Retirement Partners held 5,418 shares of Zoom worth $468K as of Q4 2025.
  • Global Retirement Partners bought 5,066 Zoom shares in Q4 2025, an estimated $426K.
  • Zoom made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #986 holding.
  • Global Retirement Partners first reported a position in Zoom in Q2 2019 and has held it in 25 quarters since.
  • 822 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.