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Oak Thistle LLC’s Zoom ZM Stock Holding History

Oak Thistle 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
2026
Q1 		$257K Sell
3,193
-18,788
-85% -$1.57M 0.02% 434
2025
Q4 		$1.9M Sell
21,981
-8,413
-28% -$708K 0.26% 124
2025
Q3 		$2.51M Buy
30,394
+2,057
+7% +$160K 0.38% 61
2025
Q2 		$2.21M Buy
+28,337
New +$2.19M 0.33% 97
2025
Q1 		– Sell
-4,058
Closed -$331K – 582
2024
Q4 		$331K Sell
4,058
-3,770
-48% -$296K 0.1% 315
2024
Q3 		$546K Sell
7,828
-256
-3% -$16K 0.18% 224
2024
Q2 		$478K Buy
8,084
+3,897
+93% +$239K 0.36% 117
2024
Q1 		$274K Sell
4,187
-4,855
-54% -$324K 0.25% 194
2023
Q4 		$650K Buy
9,042
+4,461
+97% +$295K 0.19% 224
2023
Q3 		$320K Buy
4,581
+827
+22% +$57.4K 0.09% 376
2023
Q2 		$255K Buy
+3,754
New +$251K 0.13% 287

Other funds holding ZM

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $141B 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