NewSquare Capital’s Zoom ZM Stock Holding History

NewSquare Capital’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	-22	Closed	-$1.62K	–	1389
2025 Q1	$1.62K	Buy	+22	New	+$1.75K	﹤0.01%	865
2022 Q2	–	Sell	-52	Closed	-$6K	–	428
2022 Q1	$6K	Buy	+52	New	+$7.07K	﹤0.01%	302
2021 Q4	–	Sell	-60	Closed	-$16K	–	402
2021 Q3	$16K	Hold	60	–	–	﹤0.01%	245
2021 Q2	$23K	Hold	60	–	–	﹤0.01%	225
2021 Q1	$19K	Sell	60 -30	-33%	-$11K	﹤0.01%	202
2020 Q4	$30K	Buy	90 +20	+29%	+$8.92K	﹤0.01%	191
2020 Q3	$33K	Buy	70 +10	+17%	+$3.2K	0.01%	178
2020 Q2	$15K	Buy	+60	New	+$10.8K	﹤0.01%	208

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

NewSquare Capital's ZM Position: Q2 2025 in Review

NewSquare Capital sold out of Zoom (ZM) in Q2 2025, closing a stake of 22 shares — an estimated $1.62K sold.

NewSquare Capital first reported a position in ZM in Q2 2020 and held it in 8 quarters. The position peaked at $33K in Q3 2020. 720 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

NewSquare Capital reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
NewSquare Capital sold 22 Zoom shares in Q2 2025, an estimated $1.62K.
NewSquare Capital first reported a position in Zoom in Q2 2020 and held it in 8 quarters.
NewSquare Capital's Zoom position peaked at $33K in Q3 2020.
720 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.