Morton Brown Family Wealth’s Zoom ZM Stock Holding History

Morton Brown Family Wealth’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 Q1	–	Sell	-27	Closed	-$2.2K	–	356
2024 Q4	$2.2K	Buy	+27	New	+$2.12K	﹤0.01%	226

Other funds holding ZM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morton Brown Family Wealth's ZM Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Zoom (ZM) in Q1 2025, closing a stake of 27 shares — an estimated $2.2K sold.

Morton Brown Family Wealth first reported a position in ZM in Q4 2024 and held it in 1 quarter. The position peaked at $2.2K in Q4 2024. 711 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

Morton Brown Family Wealth reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 27 Zoom shares in Q1 2025, an estimated $2.2K.
Morton Brown Family Wealth first reported a position in Zoom in Q4 2024 and held it in 1 quarter.
Morton Brown Family Wealth's Zoom position peaked at $2.2K in Q4 2024.
711 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.