IAA
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Independent Advisor Alliance’s Zoom ZM Stock Holding History

Independent Advisor Alliance’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
-2,900
Closed -$214K – 936
2025
Q1 		$214K Sell
2,900
-196
-6% -$15.6K 0.01% 755
2024
Q4 		$253K Sell
3,096
-247
-7% -$19.4K ﹤0.01% 1200
2024
Q3 		$233K Sell
3,343
-102
-3% -$6.38K 0.01% 622
2024
Q2 		$204K Sell
3,445
-275
-7% -$16.9K 0.01% 662
2024
Q1 		$243K Buy
3,720
+569
+18% +$37.9K 0.01% 618
2023
Q4 		$227K Sell
3,151
-631
-17% -$41.7K 0.01% 615
2023
Q3 		$265K Sell
3,782
-137
-3% -$9.51K 0.01% 546
2023
Q2 		$266K Sell
3,919
-457
-10% -$30.6K 0.01% 550
2023
Q1 		$323K Buy
+4,376
New +$315K 0.02% 500
2022
Q4 		– Sell
-5,925
Closed -$436K – 642
2022
Q3 		$436K Sell
5,925
-219
-4% -$20.9K 0.03% 406
2022
Q2 		$663K Sell
6,144
-721
-11% -$76K 0.04% 324
2022
Q1 		$805K Buy
6,865
+428
+7% +$58.2K 0.04% 317
2021
Q4 		$1.18M Sell
6,437
-13,123
-67% -$3.09M 0.06% 252
2021
Q3 		$5.12M Buy
19,560
+108
+0.6% +$36.4K 0.28% 82
2021
Q2 		$7.53M Sell
19,452
-3,161
-14% -$1.05M 0.41% 65
2021
Q1 		$7.26M Buy
22,613
+3,358
+17% +$1.24M 0.43% 66
2020
Q4 		$6.5M Sell
19,255
-2,260
-11% -$1.01M 0.44% 61
2020
Q3 		$10.1M Buy
21,515
+12,854
+148% +$4.11M 0.76% 31
2020
Q2 		$2.21M Buy
8,661
+746
+9% +$134K 0.24% 89
2020
Q1 		$1.16M Buy
+7,915
New +$781K 0.17% 107

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Independent Advisor Alliance's ZM Position: Q2 2025 in Review

Independent Advisor Alliance sold out of Zoom (ZM) in Q2 2025, closing a stake of 2,900 shares — an estimated $214K sold.

Independent Advisor Alliance first reported a position in ZM in Q1 2020 and held it in 20 quarters. The position peaked at $10.1M in Q3 2020. 720 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

  • Independent Advisor Alliance reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,900 Zoom shares in Q2 2025, an estimated $214K.
  • Independent Advisor Alliance first reported a position in Zoom in Q1 2020 and held it in 20 quarters.
  • Independent Advisor Alliance's Zoom position peaked at $10.1M in Q3 2020.
  • 720 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.