Hel Ved Capital Management’s Zoom ZM Stock Holding History

Hel Ved Capital Management’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 Q2	–	Sell	-17,665	Closed	-$1.3M	–	99
2025 Q1	$1.3M	Sell	17,665 -13,600	-43%	-$1.08M	0.47%	39
2024 Q4	$2.55M	Buy	+31,265	New	+$2.46M	0.75%	44
2023 Q4	–	Sell	-9,200	Closed	-$643K	–	73
2023 Q3	$643K	Buy	+9,200	New	+$639K	0.21%	35

Other funds holding ZM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Hel Ved Capital Management's ZM Position: Q2 2025 in Review

Hel Ved Capital Management sold out of Zoom (ZM) in Q2 2025, closing a stake of 17,665 shares — an estimated $1.3M sold.

Hel Ved Capital Management first reported a position in ZM in Q3 2023 and held it in 3 quarters. The position peaked at $2.55M in Q4 2024. 720 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Hel Ved Capital Management reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Hel Ved Capital Management sold 17,665 Zoom shares in Q2 2025, an estimated $1.3M.
Hel Ved Capital Management first reported a position in Zoom in Q3 2023 and held it in 3 quarters.
Hel Ved Capital Management's Zoom position peaked at $2.55M in Q4 2024.
720 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Hel Ved Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.