MPWM Advisory Solutions’s Zoom ZM Stock Holding History

MPWM Advisory Solutions’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	-8	Closed	-$590	–	766
2025 Q1	$590	Hold	8	–	–	﹤0.01%	617
2024 Q4	$653	Buy	+8	New	+$629	﹤0.01%	619

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

MPWM Advisory Solutions's ZM Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Zoom (ZM) in Q2 2025, closing a stake of 8 shares — an estimated $590 sold.

MPWM Advisory Solutions first reported a position in ZM in Q4 2024 and held it in 2 quarters. The position peaked at $653 in Q4 2024. 720 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

MPWM Advisory Solutions reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 8 Zoom shares in Q2 2025, an estimated $590.
MPWM Advisory Solutions first reported a position in Zoom in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's Zoom position peaked at $653 in Q4 2024.
720 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.