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Mount Yale Investment Advisors’s Zoom ZM Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-344
Closed -$26.8K – 1638
2025
Q2 		$26.8K Buy
+344
New +$26.6K ﹤0.01% 982

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ZM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Zoom (ZM) in Q3 2025, closing a stake of 344 shares — an estimated $26.8K sold.

Mount Yale Investment Advisors first reported a position in ZM in Q2 2025 and held it in 1 quarter. The position peaked at $26.8K in Q2 2025. 754 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 344 Zoom shares in Q3 2025, an estimated $26.8K.
  • Mount Yale Investment Advisors first reported a position in Zoom in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Zoom position peaked at $26.8K in Q2 2025.
  • 754 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.