Mascoma Wealth Management’s Zoom ZM Stock Holding History

Mascoma Wealth Management’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 Q3	–	Sell	-55	Closed	-$4.29K	–	488
2025 Q2	$4.29K	Sell	55 -37	-40%	-$2.86K	﹤0.01%	394
2025 Q1	$6.79K	Hold	92	–	–	﹤0.01%	372
2024 Q4	$7.51K	Hold	92	–	–	﹤0.01%	371
2024 Q3	$6.42K	Hold	92	–	–	﹤0.01%	365
2024 Q2	$5.45K	Hold	92	–	–	﹤0.01%	402
2024 Q1	$6.01K	Hold	92	–	–	﹤0.01%	366
2023 Q4	$6.62K	Hold	92	–	–	﹤0.01%	365
2023 Q3	$6.43K	Hold	92	–	–	﹤0.01%	367
2023 Q2	$6.21K	Hold	92	–	–	﹤0.01%	369
2023 Q1	$5.65K	Hold	92	–	–	﹤0.01%	467
2022 Q4	$6.23K	Hold	92	–	–	﹤0.01%	461
2022 Q3	$7K	Hold	92	–	–	﹤0.01%	449
2022 Q2	$10K	Hold	92	–	–	﹤0.01%	424
2022 Q1	$11K	Sell	92 -49	-35%	-$6.66K	﹤0.01%	429
2021 Q4	$26K	Buy	141 +49	+53%	+$11.5K	0.01%	294
2021 Q3	$24K	Buy	+92	New	+$31K	0.01%	276
2021 Q2	–	Sell	-95	Closed	-$31K	–	443
2021 Q1	$31K	Buy	+95	New	+$35K	0.01%	258

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return