IP
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Intellectus Partners’s Zoom ZM Stock Holding History

Intellectus Partners’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
-2,910
Closed -$251K – 311
2025
Q4 		$251K Sell
2,910
-1,100
-27% -$92.6K 0.05% 252
2025
Q3 		$331K Sell
4,010
-3,550
-47% -$277K 0.06% 226
2025
Q2 		$590K Sell
7,560
-500
-6% -$38.7K 0.13% 182
2025
Q1 		$595K Sell
8,060
-200
-2% -$15.9K 0.15% 169
2024
Q4 		$674K Sell
8,260
-1,650
-17% -$130K 0.15% 168
2024
Q3 		$691K Hold
9,910
– – 0.18% 163
2024
Q2 		$587K Sell
9,910
-1,950
-16% -$120K 0.16% 160
2024
Q1 		$775K Buy
11,860
+286
+2% +$19.1K 0.2% 137
2023
Q4 		$832K Buy
11,574
+1,790
+18% +$118K 0.24% 114
2023
Q3 		$684K Sell
9,784
-150
-2% -$10.4K 0.22% 130
2023
Q2 		$674K Buy
9,934
+290
+3% +$19.4K 0.2% 142
2023
Q1 		$712K Buy
9,644
+130
+1% +$9.37K 0.22% 129
2022
Q4 		$645K Buy
9,514
+290
+3% +$22K 0.22% 138
2022
Q3 		$679K Buy
9,224
+563
+7% +$53.6K 0.24% 116
2022
Q2 		$935K Buy
8,661
+747
+9% +$78.8K 0.32% 85
2022
Q1 		$928K Buy
7,914
+680
+9% +$92.5K 0.28% 94
2021
Q4 		$1.33M Buy
7,234
+670
+10% +$158K 0.34% 79
2021
Q3 		$1.72M Sell
6,564
-96
-1% -$32.4K 0.42% 61
2021
Q2 		$2.58M Buy
6,660
+586
+10% +$195K 0.58% 43
2021
Q1 		$1.95M Buy
6,074
+2,355
+63% +$867K 0.54% 49
2020
Q4 		$1.25M Buy
3,719
+14
+0.4% +$6.24K 0.38% 80
2020
Q3 		$1.74M Buy
+3,705
New +$1.18M 0.66% 40

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

Intellectus Partners's ZM Position: Q1 2026 in Review

Intellectus Partners sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,910 shares — an estimated $251K sold.

Intellectus Partners first reported a position in ZM in Q3 2020 and held it in 22 quarters. The position peaked at $2.58M in Q2 2021. 818 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Intellectus Partners reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Intellectus Partners sold 2,910 Zoom shares in Q1 2026, an estimated $251K.
  • Intellectus Partners first reported a position in Zoom in Q3 2020 and held it in 22 quarters.
  • Intellectus Partners's Zoom position peaked at $2.58M in Q2 2021.
  • 818 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.