KFI
ZM icon

Key Financial Inc’s Zoom ZM Stock Holding History

Key Financial Inc’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 		$3.22K Hold
40
– – ﹤0.01% 1110
2025
Q4 		$3.45K Hold
40
– – ﹤0.01% 1103
2025
Q3 		$3.25K Hold
40
– – ﹤0.01% 1126
2025
Q2 		$3.12K Hold
40
– – ﹤0.01% 1121
2025
Q1 		$2.95K Hold
40
– – ﹤0.01% 1100
2024
Q4 		$3.26K Hold
40
– – ﹤0.01% 1077
2024
Q3 		$2.79K Hold
40
– – ﹤0.01% 1074
2024
Q2 		$2.37K Hold
40
– – ﹤0.01% 1084
2024
Q1 		$2.62K Hold
40
– – ﹤0.01% 1062
2023
Q4 		$2.88K Hold
40
– – ﹤0.01% 1053
2023
Q3 		$2.8K Hold
40
– – ﹤0.01% 1064
2023
Q2 		$2.71K Hold
40
– – ﹤0.01% 1124
2023
Q1 		$2.95K Hold
40
– – ﹤0.01% 894
2022
Q4 		$2.94K Hold
40
– – ﹤0.01% 887
2022
Q3 		$3K Hold
40
– – ﹤0.01% 917
2022
Q2 		$4K Sell
40
-50
-56% -$5.27K ﹤0.01% 861
2022
Q1 		$11K Sell
90
-100
-53% -$13.6K 0.01% 622
2021
Q4 		$35K Buy
190
+180
+1,800% +$42.3K 0.02% 401
2021
Q3 		$3K Hold
10
– – ﹤0.01% 783
2021
Q2 		$4K Hold
10
– – ﹤0.01% 723
2021
Q1 		$3K Buy
+10
New +$3.68K ﹤0.01% 667

Other funds holding ZM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return