HWM
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Hemington Wealth Management’s Zoom ZM Stock Holding History

Hemington Wealth 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
Q3 		$18K Sell
230
-14
-6% -$1.09K ﹤0.01% 682
2025
Q2 		$19K Buy
244
+97
+66% +$7.5K ﹤0.01% 647
2025
Q1 		$10K Buy
147
+25
+20% +$1.99K ﹤0.01% 830
2024
Q4 		$9K Buy
122
+51
+72% +$4.01K ﹤0.01% 823
2024
Q3 		$5K Buy
+71
New +$4.44K ﹤0.01% 975

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 $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hemington Wealth Management's ZM Position: Q3 2025 in Review

Hemington Wealth Management reduced its Zoom (ZM) stake by 5.7% in Q3 2025, selling an estimated $1.09K and leaving 230 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Hemington Wealth Management first reported a position in ZM in Q3 2024 and has held it in 5 quarters since. The position peaked at $19K in Q2 2025. 753 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Hemington Wealth Management held 230 shares of Zoom worth $18K as of Q3 2025.
  • Hemington Wealth Management sold 14 Zoom shares in Q3 2025, an estimated $1.09K.
  • Zoom made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #682 holding.
  • Hemington Wealth Management first reported a position in Zoom in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Zoom position peaked at $19K in Q2 2025.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.