Massachusetts Financial Services
ZM icon

Massachusetts Financial Services’s Zoom ZM Stock Holding History

Massachusetts Financial Services’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 		$30.1M Sell
374,234
-21,865
-6% -$1.83M 0.01% 567
2025
Q4 		$34.2M Buy
396,099
+36,255
+10% +$3.05M 0.01% 550
2025
Q3 		$29.7M Buy
359,844
+103,371
+40% +$8.06M 0.01% 568
2025
Q2 		$20M Buy
256,473
+107,669
+72% +$8.32M 0.01% 617
2025
Q1 		$11M Buy
148,804
+45,298
+44% +$3.61M ﹤0.01% 654
2024
Q4 		$8.45M Buy
+103,506
New +$8.14M ﹤0.01% 661
2021
Q3 		– Sell
-19,809
Closed -$7.67M – 942
2021
Q2 		$7.67M Sell
19,809
-4,248
-18% -$1.41M ﹤0.01% 682
2021
Q1 		$7.73M Sell
24,057
-2,205
-8% -$812K ﹤0.01% 674
2020
Q4 		$8.86M Sell
26,262
-2,837
-10% -$1.26M ﹤0.01% 646
2020
Q3 		$13.7M Buy
+29,099
New +$9.31M 0.01% 603

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