Kovitz Investment Group Partners
ZM icon

Kovitz Investment Group Partners’s Zoom ZM Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-10,820
Closed -$893K – 1376
2025
Q3 		$893K Buy
10,820
+7,600
+236% +$593K ﹤0.01% 869
2025
Q2 		$251K Buy
3,220
+6
+0.2% +$464 ﹤0.01% 1200
2025
Q1 		$237K Sell
3,214
-72
-2% -$5.74K ﹤0.01% 1125
2024
Q4 		$268K Buy
+3,286
New +$258K ﹤0.01% 1075

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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Kovitz Investment Group Partners's ZM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Zoom (ZM) in Q4 2025, closing a stake of 10,820 shares — an estimated $893K sold.

Kovitz Investment Group Partners first reported a position in ZM in Q4 2024 and held it in 4 quarters. The position peaked at $893K in Q3 2025. 825 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,820 Zoom shares in Q4 2025, an estimated $893K.
  • Kovitz Investment Group Partners first reported a position in Zoom in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Zoom position peaked at $893K in Q3 2025.
  • 825 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.