MHR
ZM icon

Matthew Hamilton Rosenberg’s Zoom ZM Stock Holding History

Matthew Hamilton Rosenberg’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 		$9.49K Sell
118
-93
-44% -$7.79K ﹤0.01% 620
2025
Q4 		$18.2K Hold
211
– – ﹤0.01% 559
2025
Q3 		$17.4K Hold
211
– – ﹤0.01% 565
2025
Q2 		$16.5K Sell
211
-79
-27% -$6.11K ﹤0.01% 596
2025
Q1 		$21.4K Hold
290
– – 0.01% 527
2024
Q4 		$23.7K Buy
290
+197
+212% +$15.5K 0.01% 520
2024
Q3 		$6.49K Hold
93
– – ﹤0.01% 670
2024
Q2 		$5.51K Sell
93
-61
-40% -$3.75K ﹤0.01% 649
2024
Q1 		$9.97K Hold
154
– – ﹤0.01% 606
2023
Q4 		$11.1K Sell
154
-96
-38% -$6.35K ﹤0.01% 597
2023
Q3 		$17.5K Hold
250
– – 0.01% 551
2023
Q2 		$17K Sell
250
-1,096
-81% -$73.3K 0.01% 566
2023
Q1 		$99.4K Hold
1,346
– – 0.03% 314
2022
Q4 		$91.2K Buy
1,346
+96
+8% +$7.29K 0.03% 326
2022
Q3 		$92K Hold
1,250
– – 0.04% 305
2022
Q2 		$139K Buy
1,250
+750
+150% +$79.1K 0.05% 233
2022
Q1 		$59K Buy
+500
New +$68K 0.02% 423

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