IFG
ZM icon

Independent Financial Group’s Zoom ZM Stock Holding History

Independent Financial Group’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
-2,424
Closed -$209K – 1541
2025
Q4 		$209K Buy
+2,424
New +$204K ﹤0.01% 1327
2024
Q2 		– Sell
-8,791
Closed -$575K – 1156
2024
Q1 		$575K Sell
8,791
-284
-3% -$18.9K 0.03% 544
2023
Q4 		$653K Buy
9,075
+2,794
+44% +$185K 0.03% 487
2023
Q3 		$439K Buy
+6,281
New +$436K 0.03% 534
2022
Q3 		– Sell
-1,976
Closed -$213K – 791
2022
Q2 		$213K Sell
1,976
-265
-12% -$27.9K 0.02% 623
2022
Q1 		$263K Buy
2,241
+116
+5% +$15.8K 0.02% 643
2021
Q4 		$391K Sell
2,125
-2,527
-54% -$594K 0.03% 496
2021
Q3 		$1.22M Buy
4,652
+1,050
+29% +$354K 0.12% 174
2021
Q2 		$1.39M Sell
3,602
-189
-5% -$62.9K 0.15% 155
2021
Q1 		$1.22M Buy
3,791
+1,728
+84% +$636K 0.16% 159
2020
Q4 		$696K Sell
2,063
-1,895
-48% -$845K 0.1% 226
2020
Q3 		$1.86M Buy
3,958
+1,071
+37% +$342K 0.35% 63
2020
Q2 		$732K Sell
2,887
-71
-2% -$12.8K 0.16% 161
2020
Q1 		$432K Buy
+2,958
New +$292K 0.13% 194

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Independent Financial Group's ZM Position: Q1 2026 in Review

Independent Financial Group sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,424 shares — an estimated $209K sold.

Independent Financial Group first reported a position in ZM in Q1 2020 and held it in 14 quarters. The position peaked at $1.86M in Q3 2020. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Independent Financial Group reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 2,424 Zoom shares in Q1 2026, an estimated $209K.
  • Independent Financial Group first reported a position in Zoom in Q1 2020 and held it in 14 quarters.
  • Independent Financial Group's Zoom position peaked at $1.86M in Q3 2020.
  • 816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.