Massachusetts Financial Services
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Massachusetts Financial Services’s Zumiez ZUMZ Stock Holding History

Massachusetts Financial Services’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-477,064
Closed -$7.1M – 940
2025
Q1 		$7.1M Sell
477,064
-460,976
-49% -$7.11M ﹤0.01% 677
2024
Q4 		$18M Sell
938,040
-46,693
-5% -$997K 0.01% 613
2024
Q3 		$21M Sell
984,733
-374,679
-28% -$8.97M 0.01% 590
2024
Q2 		$26.5M Sell
1,359,412
-129,243
-9% -$2.24M 0.01% 551
2024
Q1 		$22.6M Sell
1,488,655
-5,551
-0.4% -$94.8K 0.01% 566
2023
Q4 		$30.4M Sell
1,494,206
-4,183
-0.3% -$75K 0.01% 526
2023
Q3 		$26.7M Sell
1,498,389
-21,694
-1% -$391K 0.01% 530
2023
Q2 		$25.3M Buy
1,520,083
+45,469
+3% +$760K 0.01% 526
2023
Q1 		$27.2M Buy
1,474,614
+30,845
+2% +$709K 0.01% 521
2022
Q4 		$31.4M Buy
1,443,769
+37,253
+3% +$826K 0.01% 504
2022
Q3 		$30.3M Buy
1,406,516
+92,966
+7% +$2.43M 0.01% 522
2022
Q2 		$34.2M Buy
1,313,550
+32,658
+3% +$1.1M 0.01% 502
2022
Q1 		$48.9M Buy
1,280,892
+39,672
+3% +$1.73M 0.01% 485
2021
Q4 		$59.6M Sell
1,241,220
-510,480
-29% -$23.3M 0.02% 478
2021
Q3 		$69.6M Buy
1,751,700
+498,529
+40% +$21.3M 0.02% 442
2021
Q2 		$61.4M Buy
1,253,171
+19,829
+2% +$890K 0.02% 473
2021
Q1 		$52.9M Sell
1,233,342
-126,764
-9% -$5.64M 0.02% 486
2020
Q4 		$50M Buy
1,360,106
+30,242
+2% +$1.02M 0.02% 474
2020
Q3 		$37M Buy
1,329,864
+23,403
+2% +$612K 0.01% 471
2020
Q2 		$35.8M Buy
1,306,461
+179,343
+16% +$4.07M 0.01% 463
2020
Q1 		$19.5M Buy
1,127,118
+161,955
+17% +$4.57M 0.01% 513
2019
Q4 		$33.3M Sell
965,163
-99,610
-9% -$3.15M 0.01% 470
2019
Q3 		$33.7M Sell
1,064,773
-197,882
-16% -$5.22M 0.01% 452
2019
Q2 		$33M Buy
1,262,655
+233,857
+23% +$5.68M 0.01% 456
2019
Q1 		$25.6M Buy
1,028,798
+259,686
+34% +$6.16M 0.01% 492
2018
Q4 		$14.7M Buy
769,112
+294,548
+62% +$6.24M 0.01% 547
2018
Q3 		$12.5M Sell
474,564
-83,990
-15% -$2.2M 0.01% 593
2018
Q2 		$14M Buy
558,554
+5,746
+1% +$143K 0.01% 580
2018
Q1 		$13.2M Buy
552,808
+94,367
+21% +$2.02M 0.01% 573
2017
Q4 		$9.55M Sell
458,441
-221,840
-33% -$4.25M ﹤0.01% 622
2017
Q3 		$12.3M Buy
680,281
+294,814
+76% +$4.01M 0.01% 567
2017
Q2 		$4.76M Buy
385,467
+81,604
+27% +$1.25M ﹤0.01% 677
2017
Q1 		$5.56M Buy
303,863
+78,233
+35% +$1.53M ﹤0.01% 642
2016
Q4 		$4.93M Buy
225,630
+4,024
+2% +$93.2K ﹤0.01% 666
2016
Q3 		$3.99M Buy
221,606
+24,057
+12% +$399K ﹤0.01% 673
2016
Q2 		$2.83M Buy
197,549
+14,078
+8% +$224K ﹤0.01% 694
2016
Q1 		$3.65M Buy
183,471
+15,263
+9% +$286K ﹤0.01% 668
2015
Q4 		$2.54M Buy
+168,208
New +$2.72M ﹤0.01% 703

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Massachusetts Financial Services's ZUMZ Position: Q2 2025 in Review

Massachusetts Financial Services sold out of Zumiez (ZUMZ) in Q2 2025, closing a stake of 477,064 shares — an estimated $7.1M sold.

Massachusetts Financial Services first reported a position in ZUMZ in Q4 2015 and held it in 38 quarters. The position peaked at $69.6M in Q3 2021. 98 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2025.

  • Massachusetts Financial Services reported no remaining Zumiez position as of Q2 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 477,064 Zumiez shares in Q2 2025, an estimated $7.1M.
  • Massachusetts Financial Services first reported a position in Zumiez in Q4 2015 and held it in 38 quarters.
  • Massachusetts Financial Services's Zumiez position peaked at $69.6M in Q3 2021.
  • 98 funds tracked by Wall St. Rank held Zumiez as of Q2 2025.

Based on Massachusetts Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.