GPS Wealth Strategies Group’s Zoom ZM Stock Holding History

GPS Wealth Strategies Group’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	$6.04K	Sell	70 -71	-50%	-$5.98K	0.01%	448
2025 Q3	$11.6K	Hold	141	–	–	﹤0.01%	1050
2025 Q2	$11K	Hold	141	–	–	﹤0.01%	1006
2025 Q1	$10.4K	Sell	141 -60	-30%	-$4.78K	﹤0.01%	988
2024 Q4	$16.4K	Hold	201	–	–	﹤0.01%	845
2024 Q3	$14K	Hold	201	–	–	﹤0.01%	881
2024 Q2	$11.9K	Sell	201 -43	-18%	-$2.64K	﹤0.01%	872
2024 Q1	$15.9K	Hold	244	–	–	﹤0.01%	768
2023 Q4	$17.5K	Buy	244 +128	+110%	+$8.46K	﹤0.01%	720
2023 Q3	$8.11K	Buy	116 +16	+16%	+$1.11K	﹤0.01%	882
2023 Q2	$6.79K	Hold	100	–	–	﹤0.01%	916
2023 Q1	$7.38K	Buy	+100	New	+$7.21K	﹤0.01%	900
2022 Q4	–	Sell	-133	Closed	-$10K	–	1118
2022 Q3	$10K	Hold	133	–	–	﹤0.01%	773
2022 Q2	$14K	Sell	133 -473	-78%	-$49.9K	﹤0.01%	700
2022 Q1	$71K	Sell	606 -494	-45%	-$67.2K	0.02%	369
2021 Q4	$202K	Sell	1,100 -72	-6%	-$16.9K	0.04%	217
2021 Q3	$306K	Buy	1,172 +84	+8%	+$28.3K	0.08%	153
2021 Q2	$421K	Buy	1,088 +89	+9%	+$29.6K	0.11%	126
2021 Q1	$320K	Buy	999 +218	+28%	+$80.2K	0.09%	140
2020 Q4	$263K	Buy	781 +114	+17%	+$50.8K	0.09%	145
2020 Q3	$314K	Buy	+667	New	+$213K	0.13%	110

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

GPS Wealth Strategies Group's ZM Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Zoom (ZM) stake by 50% in Q4 2025, selling an estimated $5.98K and leaving 70 shares worth $6.04K. The position accounts for 0.01% of the portfolio, ranked #448.

GPS Wealth Strategies Group first reported a position in ZM in Q3 2020 and has held it in 21 quarters since. The position peaked at $421K in Q2 2021. 822 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

GPS Wealth Strategies Group held 70 shares of Zoom worth $6.04K as of Q4 2025.
GPS Wealth Strategies Group sold 71 Zoom shares in Q4 2025, an estimated $5.98K.
Zoom made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #448 holding.
GPS Wealth Strategies Group first reported a position in Zoom in Q3 2020 and has held it in 21 quarters since.
GPS Wealth Strategies Group's Zoom position peaked at $421K in Q2 2021.
822 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.