AFFINITY WEALTH LLC’s Zoom ZM Stock Holding History

AFFINITY WEALTH LLC’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	-15	Closed	-$1.11K	–	78
2025 Q1	$1.11K	Buy	+15	New	+$1.2K	﹤0.01%	39

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 $3.37T AUM 44.26% 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

AFFINITY WEALTH LLC's ZM Position: Q2 2025 in Review

AFFINITY WEALTH LLC sold out of Zoom (ZM) in Q2 2025, closing a stake of 15 shares — an estimated $1.11K sold.

AFFINITY WEALTH LLC first reported a position in ZM in Q1 2025 and held it in 1 quarter. The position peaked at $1.11K in Q1 2025. 719 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

AFFINITY WEALTH LLC reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
AFFINITY WEALTH LLC sold 15 Zoom shares in Q2 2025, an estimated $1.11K.
AFFINITY WEALTH LLC first reported a position in Zoom in Q1 2025 and held it in 1 quarter.
AFFINITY WEALTH LLC's Zoom position peaked at $1.11K in Q1 2025.
719 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on AFFINITY WEALTH LLC's 13F filing for Q2 2025, filed 26 Aug 2026.