Helios Capital Management’s Zoom ZM Stock Holding History

Helios 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
2026 Q1	–	Sell	-5,900	Closed	-$509K	–	38
2025 Q4	$509K	Hold	5,900	–	–	0.35%	34
2025 Q3	$487K	Hold	5,900	–	–	0.33%	34
2025 Q2	$460K	Hold	5,900	–	–	0.35%	32
2025 Q1	$435K	Hold	5,900	–	–	0.76%	20
2024 Q4	$481K	Hold	5,900	–	–	0.28%	40
2024 Q3	$411K	Hold	5,900	–	–	0.25%	46
2024 Q2	$349K	Hold	5,900	–	–	0.23%	48
2024 Q1	$386K	Hold	5,900	–	–	0.27%	46
2023 Q4	$424K	Buy	+5,900	New	+$390K	0.34%	44
2022 Q3	$434K	Buy	5,900 +3,450	+141%	+$328K	0.83%	35
2022 Q2	$265K	Buy	2,450 +1,000	+69%	+$105K	0.5%	32
2022 Q1	$170K	Hold	1,450	–	–	0.36%	28
2021 Q4	$267K	Buy	+1,450	New	+$341K	0.24%	55

Other funds holding ZM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Helios Capital Management's ZM Position: Q1 2026 in Review

Helios Capital Management sold out of Zoom (ZM) in Q1 2026, closing a stake of 5,900 shares — an estimated $509K sold.

Helios Capital Management first reported a position in ZM in Q4 2021 and held it in 13 quarters. The position peaked at $509K in Q4 2025. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Helios Capital Management reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
Helios Capital Management sold 5,900 Zoom shares in Q1 2026, an estimated $509K.
Helios Capital Management first reported a position in Zoom in Q4 2021 and held it in 13 quarters.
Helios Capital Management's Zoom position peaked at $509K in Q4 2025.
816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Helios Capital Management's 13F filing for Q1 2026, filed 5 May 2026.