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Marshall & Sterling Wealth Advisors’s Zoom ZM Stock Holding History

Marshall & Sterling Wealth Advisors’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
-69
Closed -$5.69K – 644
2025
Q3 		$5.69K Hold
69
– – ﹤0.01% 481
2025
Q2 		$5.38K Hold
69
– – ﹤0.01% 474
2025
Q1 		$5.09K Buy
+69
New +$5.5K ﹤0.01% 467

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Marshall & Sterling Wealth Advisors's ZM Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Zoom (ZM) in Q4 2025, closing a stake of 69 shares — an estimated $5.69K sold.

Marshall & Sterling Wealth Advisors first reported a position in ZM in Q1 2025 and held it in 3 quarters. The position peaked at $5.69K in Q3 2025. 825 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 69 Zoom shares in Q4 2025, an estimated $5.69K.
  • Marshall & Sterling Wealth Advisors first reported a position in Zoom in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Zoom position peaked at $5.69K in Q3 2025.
  • 825 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.