McClarren Financial Advisors’s Zoom ZM Stock Holding History

McClarren Financial Advisors’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 Q2	–	Sell	-14	Closed	–	–	316
2025 Q1	$0	Buy	+14	New	+$1.12K	﹤0.01%	378
2024 Q4	–	Sell	-14	Closed	–	–	331
2024 Q3	$0	Sell	14 -45	-76%	-$2.81K	﹤0.01%	369
2024 Q2	$0	Buy	59 +45	+321%	+$2.76K	﹤0.01%	383
2024 Q1	$1K	Hold	14	–	–	﹤0.01%	349
2023 Q4	$1K	Hold	14	–	–	﹤0.01%	368
2023 Q3	$0	Hold	14	–	–	﹤0.01%	414
2023 Q2	$0	Hold	14	–	–	﹤0.01%	480
2023 Q1	$1K	Hold	14	–	–	﹤0.01%	317
2022 Q4	$0	Hold	14	–	–	﹤0.01%	485
2022 Q3	$1K	Buy	+14	New	+$1.33K	﹤0.01%	297
2022 Q2	–	Sell	-14	Closed	-$1K	–	301
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	271
2021 Q4	$3K	Hold	14	–	–	﹤0.01%	289
2021 Q3	$3K	Hold	14	–	–	﹤0.01%	255
2021 Q2	$5K	Hold	14	–	–	﹤0.01%	256
2021 Q1	$4K	Hold	14	–	–	﹤0.01%	226
2020 Q4	$4K	Buy	+14	New	+$6.24K	﹤0.01%	193

Other funds holding ZM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

McClarren Financial Advisors's ZM Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Zoom (ZM) in Q2 2025, closing a stake of 14 shares.

McClarren Financial Advisors first reported a position in ZM in Q4 2020 and held it in 16 quarters. The position peaked at $5K in Q2 2021. 720 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

McClarren Financial Advisors reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 14 Zoom shares in Q2 2025.
McClarren Financial Advisors first reported a position in Zoom in Q4 2020 and held it in 16 quarters.
McClarren Financial Advisors's Zoom position peaked at $5K in Q2 2021.
720 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.