Kapitalo Investimentos’s Zoom ZM Stock Holding History

Kapitalo Investimentos’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	-2,931	Closed	-$253K	–	69
2025 Q4	$253K	Buy	+2,931	New	+$247K	0.05%	33
2024 Q3	–	Sell	-3,385	Closed	-$200K	–	238
2024 Q2	$200K	Buy	+3,385	New	+$208K	0.06%	156

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Kapitalo Investimentos's ZM Position: Q1 2026 in Review

Kapitalo Investimentos sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,931 shares — an estimated $253K sold.

Kapitalo Investimentos first reported a position in ZM in Q2 2024 and held it in 2 quarters. The position peaked at $253K in Q4 2025. 818 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Kapitalo Investimentos reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
Kapitalo Investimentos sold 2,931 Zoom shares in Q1 2026, an estimated $253K.
Kapitalo Investimentos first reported a position in Zoom in Q2 2024 and held it in 2 quarters.
Kapitalo Investimentos's Zoom position peaked at $253K in Q4 2025.
818 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Kapitalo Investimentos's 13F filing for Q1 2026, filed 7 May 2026.