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Mirabella Financial Services’s Zoom ZM Stock Holding History

Mirabella Financial Services’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
2020
Q4 		– Sell
-95,000
Closed -$44.7M – 507
2020
Q3 		$44.7M Buy
+95,000
New +$30.4M 6.13% 3

Other funds holding ZM

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $618B 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

Mirabella Financial Services's ZM Position: Q1 2026 in Review

Mirabella Financial Services reduced its Zoom (ZM) stake by 27% in Q1 2026, selling an estimated $145K and leaving 4,611 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #372.

Mirabella Financial Services first reported a position in ZM in Q1 2021 and has held it in 4 quarters since. The position peaked at $606K in Q4 2023. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Mirabella Financial Services held 4,611 shares of Zoom worth $371K as of Q1 2026.
  • Mirabella Financial Services sold 1,733 Zoom shares in Q1 2026, an estimated $145K.
  • Zoom made up 0.04% of Mirabella Financial Services's portfolio in Q1 2026, its #372 holding.
  • Mirabella Financial Services first reported a position in Zoom in Q1 2021 and has held it in 4 quarters since.
  • Mirabella Financial Services's Zoom position peaked at $606K in Q4 2023.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.