NAMM
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NorthStar Asset Management (Massachusetts)’s Zoom ZM Stock Holding History

NorthStar Asset Management (Massachusetts)’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
2026
Q1 		$1.21M Sell
15,038
-10,584
-41% -$886K 0.37% 46
2025
Q4 		$2.21M Sell
25,622
-5,022
-16% -$423K 0.57% 37
2025
Q3 		$2.53M Sell
30,644
-3,398
-10% -$265K 0.66% 37
2025
Q2 		$2.65M Sell
34,042
-8,900
-21% -$688K 0.73% 35
2025
Q1 		$3.17M Sell
42,942
-2,443
-5% -$195K 0.94% 32
2024
Q4 		$3.7M Sell
45,385
-3,480
-7% -$274K 0.97% 33
2024
Q3 		$3.41M Sell
48,865
-214
-0.4% -$13.4K 0.84% 34
2024
Q2 		$2.9M Sell
49,079
-867
-2% -$53.3K 0.74% 35
2024
Q1 		$3.26M Sell
49,946
-347
-0.7% -$23.1K 0.57% 33
2023
Q4 		$3.62M Sell
50,293
-1,870
-4% -$124K 1.05% 31
2023
Q3 		$3.65M Sell
52,163
-422
-0.8% -$29.3K 1.17% 30
2023
Q2 		$3.57M Buy
52,585
+7,202
+16% +$482K 1.05% 31
2023
Q1 		$3.35M Buy
45,383
+5,004
+12% +$361K 1.03% 31
2022
Q4 		$2.74M Buy
40,379
+1,202
+3% +$91.3K 0.91% 33
2022
Q3 		$2.88M Buy
39,177
+5,451
+16% +$519K 1% 31
2022
Q2 		$3.64M Buy
33,726
+14,432
+75% +$1.52M 1.2% 32
2022
Q1 		$2.26M Buy
19,294
+596
+3% +$81.1K 0.62% 36
2021
Q4 		$3.44M Buy
18,698
+3,095
+20% +$728K 0.86% 34
2021
Q3 		$4.08M Buy
15,603
+4,509
+41% +$1.52M 1.08% 30
2021
Q2 		$4.29M Buy
11,094
+1,026
+10% +$342K 1.15% 30
2021
Q1 		$3.23M Buy
+10,068
New +$3.71M 1.02% 32

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s ZM Position: Q1 2026 in Review

NorthStar Asset Management (Massachusetts) reduced its Zoom (ZM) stake by 41% in Q1 2026, selling an estimated $886K and leaving 15,038 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #46.

NorthStar Asset Management (Massachusetts) first reported a position in ZM in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.29M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • NorthStar Asset Management (Massachusetts) held 15,038 shares of Zoom worth $1.21M as of Q1 2026.
  • NorthStar Asset Management (Massachusetts) sold 10,584 Zoom shares in Q1 2026, an estimated $886K.
  • Zoom made up 0.37% of NorthStar Asset Management (Massachusetts)'s portfolio in Q1 2026, its #46 holding.
  • NorthStar Asset Management (Massachusetts) first reported a position in Zoom in Q1 2021 and has held it in 21 quarters since.
  • NorthStar Asset Management (Massachusetts)'s Zoom position peaked at $4.29M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q1 2026, filed 13 May 2026.