MFG
ZM icon

Menard Financial Group’s Zoom ZM Stock Holding History

Menard Financial Group’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 		$267K Hold
3,324
– – 0.19% 72
2025
Q4 		$287K Hold
3,324
– – 0.2% 73
2025
Q3 		$274K Sell
3,324
-1,738
-34% -$136K 0.18% 76
2025
Q2 		$395K Sell
5,062
-84
-2% -$6.49K 0.23% 69
2025
Q1 		$402K Buy
5,146
+495
+11% +$39.4K 0.26% 68
2024
Q4 		$380K Buy
4,651
+320
+7% +$25.2K 0.23% 80
2024
Q3 		$302K Buy
4,331
+166
+4% +$10.4K 0.2% 95
2024
Q2 		$247K Buy
+4,165
New +$256K 0.18% 99
2021
Q3 		– Sell
-550
Closed -$213K – 168
2021
Q2 		$213K Sell
550
-326
-37% -$109K 0.2% 148
2021
Q1 		$281K Buy
876
+150
+21% +$55.2K 0.3% 108
2020
Q4 		$245K Buy
726
+180
+33% +$80.3K 0.26% 120
2020
Q3 		$257K Buy
+546
New +$175K 0.3% 106

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