Northwestern Mutual Wealth Management
ZM icon

Northwestern Mutual Wealth Management’s Zoom ZM Stock Holding History

Northwestern Mutual Wealth Management’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 		$1.09M Sell
13,614
-2,871
-17% -$240K ﹤0.01% 1300
2025
Q4 		$1.42M Buy
16,485
+10,447
+173% +$879K ﹤0.01% 1166
2025
Q3 		$498K Sell
6,038
-688
-10% -$53.7K ﹤0.01% 1464
2025
Q2 		$524K Buy
6,726
+369
+6% +$28.5K ﹤0.01% 1369
2025
Q1 		$469K Sell
6,357
-14,220
-69% -$1.13M ﹤0.01% 1357
2024
Q4 		$1.68M Sell
20,577
-12,425
-38% -$977K ﹤0.01% 907
2024
Q3 		$2.3M Buy
33,002
+12,965
+65% +$810K ﹤0.01% 815
2024
Q2 		$1.19M Buy
20,037
+1,145
+6% +$70.3K ﹤0.01% 966
2024
Q1 		$1.23M Sell
18,892
-163,114
-90% -$10.9M ﹤0.01% 943
2023
Q4 		$13.1M Buy
182,006
+163,068
+861% +$10.8M 0.01% 347
2023
Q3 		$1.32M Sell
18,938
-486
-3% -$33.7K ﹤0.01% 848
2023
Q2 		$1.32M Sell
19,424
-976
-5% -$65.3K ﹤0.01% 847
2023
Q1 		$1.51M Buy
20,400
+180
+0.9% +$13K ﹤0.01% 774
2022
Q4 		$1.37M Sell
20,220
-1,355
-6% -$103K ﹤0.01% 776
2022
Q3 		$1.59M Buy
21,575
+655
+3% +$62.4K ﹤0.01% 688
2022
Q2 		$2.26M Sell
20,920
-1,920
-8% -$202K ﹤0.01% 592
2022
Q1 		$2.68M Sell
22,840
-2,135
-9% -$290K ﹤0.01% 572
2021
Q4 		$4.59M Buy
24,975
+6,127
+33% +$1.44M 0.01% 428
2021
Q3 		$4.93M Buy
18,848
+3,840
+26% +$1.29M 0.01% 385
2021
Q2 		$5.81M Buy
15,008
+2,308
+18% +$769K 0.01% 354
2021
Q1 		$4.08M Buy
12,700
+3,164
+33% +$1.16M 0.01% 378
2020
Q4 		$3.22M Buy
9,536
+8,335
+694% +$3.72M 0.01% 391
2020
Q3 		$565K Buy
1,201
+1,121
+1,401% +$358K ﹤0.01% 723
2020
Q2 		$20K Sell
80
-290
-78% -$52.2K ﹤0.01% 1719
2020
Q1 		$54K Buy
+370
New +$36.5K ﹤0.01% 1361
2019
Q3 		– Sell
-23
Closed -$2K – 2710
2019
Q2 		$2K Buy
+23
New +$1.89K ﹤0.01% 2359

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

Northwestern Mutual Wealth Management's ZM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Zoom (ZM) stake by 17% in Q1 2026, selling an estimated $240K and leaving 13,614 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Northwestern Mutual Wealth Management first reported a position in ZM in Q2 2019 and has held it in 26 quarters since. The position peaked at $13.1M in Q4 2023. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 13,614 shares of Zoom worth $1.09M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 2,871 Zoom shares in Q1 2026, an estimated $240K.
  • Zoom made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1300 holding.
  • Northwestern Mutual Wealth Management first reported a position in Zoom in Q2 2019 and has held it in 26 quarters since.
  • Northwestern Mutual Wealth Management's Zoom position peaked at $13.1M in Q4 2023.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.