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GW Henssler & Associates’s Zoom ZM Stock Holding History

GW Henssler & 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
Q1 		– Sell
-2,914
Closed -$203K – 210
2024
Q4 		$203K Hold
2,914
– – 0.01% 168
2024
Q3 		$203K Buy
+2,914
New +$182K 0.01% 173

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GW Henssler & Associates's ZM Position: Q1 2025 in Review

GW Henssler & Associates sold out of Zoom (ZM) in Q1 2025, closing a stake of 2,914 shares — an estimated $203K sold.

GW Henssler & Associates first reported a position in ZM in Q3 2024 and held it in 2 quarters. The position peaked at $203K in Q4 2024. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • GW Henssler & Associates reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • GW Henssler & Associates sold 2,914 Zoom shares in Q1 2025, an estimated $203K.
  • GW Henssler & Associates first reported a position in Zoom in Q3 2024 and held it in 2 quarters.
  • GW Henssler & Associates's Zoom position peaked at $203K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on GW Henssler & Associates's 13F filing for Q1 2025, filed 14 May 2025.