HWA
ZM icon

Heritage Wealth Advisors’s Zoom ZM Stock Holding History

Heritage Wealth Advisors’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
-300
Closed -$25.9K – 703
2025
Q4 		$25.9K Hold
300
– – ﹤0.01% 383
2025
Q3 		$24.8K Hold
300
– – ﹤0.01% 358
2025
Q2 		$23.4K Hold
300
– – ﹤0.01% 358
2025
Q1 		$22.1K Hold
300
– – ﹤0.01% 362
2024
Q4 		$24.5K Hold
300
– – ﹤0.01% 371
2024
Q3 		$20.9K Hold
300
– – ﹤0.01% 393
2024
Q2 		$17.8K Hold
300
– – ﹤0.01% 384
2024
Q1 		$19.6K Hold
300
– – ﹤0.01% 397
2023
Q4 		$21.6K Hold
300
– – ﹤0.01% 406
2023
Q3 		$21K Hold
300
– – ﹤0.01% 376
2023
Q2 		$20.4K Hold
300
– – ﹤0.01% 400
2023
Q1 		$22.2K Buy
+300
New +$21.6K ﹤0.01% 394
2021
Q2 		– Sell
-5
Closed -$1.61K – 591
2021
Q1 		$1.61K Buy
+5
New +$1.84K ﹤0.01% 525

Other funds holding ZM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return