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McAdam LLC’s Zoom ZM Stock Holding History

McAdam LLC’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
-5,208
Closed -$406K – 413
2025
Q2 		$406K Buy
5,208
+86
+2% +$6.65K 0.02% 231
2025
Q1 		$378K Buy
5,122
+94
+2% +$7.49K 0.02% 226
2024
Q4 		$410K Buy
+5,028
New +$395K 0.02% 223
2024
Q3 		– Sell
-4,594
Closed -$272K – 354
2024
Q2 		$272K Buy
+4,594
New +$282K 0.02% 255

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

McAdam LLC's ZM Position: Q3 2025 in Review

McAdam LLC sold out of Zoom (ZM) in Q3 2025, closing a stake of 5,208 shares — an estimated $406K sold.

McAdam LLC first reported a position in ZM in Q2 2024 and held it in 4 quarters. The position peaked at $410K in Q4 2024. 753 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • McAdam LLC reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • McAdam LLC sold 5,208 Zoom shares in Q3 2025, an estimated $406K.
  • McAdam LLC first reported a position in Zoom in Q2 2024 and held it in 4 quarters.
  • McAdam LLC's Zoom position peaked at $410K in Q4 2024.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on McAdam LLC's 13F filing for Q3 2025, filed 29 Oct 2025.