Kaufman Rossin Wealth’s Zoom ZM Stock Holding History

Kaufman Rossin Wealth’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	-5,407	Closed	-$467K	–	162
2025 Q4	$467K	Buy	5,407 +2,008	+59%	+$169K	0.24%	61
2025 Q3	$280K	Buy	+3,399	New	+$265K	0.15%	103

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 $3.38T AUM 44.17% 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

Kaufman Rossin Wealth's ZM Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Zoom (ZM) in Q1 2026, closing a stake of 5,407 shares — an estimated $467K sold.

Kaufman Rossin Wealth first reported a position in ZM in Q3 2025 and held it in 2 quarters. The position peaked at $467K in Q4 2025. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 5,407 Zoom shares in Q1 2026, an estimated $467K.
Kaufman Rossin Wealth first reported a position in Zoom in Q3 2025 and held it in 2 quarters.
Kaufman Rossin Wealth's Zoom position peaked at $467K in Q4 2025.
820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.