NorthRock Partners’s Zoom ZM Stock Holding History

NorthRock Partners’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 Q4	–	Sell	-4,827	Closed	-$398K	–	924
2025 Q3	$398K	Buy	4,827 +1,768	+58%	+$138K	0.01%	608
2025 Q2	$239K	Buy	+3,059	New	+$236K	0.01%	595

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

NorthRock Partners's ZM Position: Q4 2025 in Review

NorthRock Partners sold out of Zoom (ZM) in Q4 2025, closing a stake of 4,827 shares — an estimated $398K sold.

NorthRock Partners first reported a position in ZM in Q2 2025 and held it in 2 quarters. The position peaked at $398K in Q3 2025. 824 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

NorthRock Partners reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 4,827 Zoom shares in Q4 2025, an estimated $398K.
NorthRock Partners first reported a position in Zoom in Q2 2025 and held it in 2 quarters.
NorthRock Partners's Zoom position peaked at $398K in Q3 2025.
824 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.