Oarsman Capital’s Zoom ZM Stock Holding History

Oarsman 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 Q1	–	Sell	-40	Closed	-$3.26K	–	883
2024 Q4	$3.26K	Hold	40	–	–	﹤0.01%	801
2024 Q3	$2.79K	Buy	+40	New	+$2.5K	﹤0.01%	826

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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

Oarsman Capital's ZM Position: Q1 2025 in Review

Oarsman Capital sold out of Zoom (ZM) in Q1 2025, closing a stake of 40 shares — an estimated $3.26K sold.

Oarsman Capital first reported a position in ZM in Q3 2024 and held it in 2 quarters. The position peaked at $3.26K in Q4 2024. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

Oarsman Capital reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 40 Zoom shares in Q1 2025, an estimated $3.26K.
Oarsman Capital first reported a position in Zoom in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Zoom position peaked at $3.26K in Q4 2024.
714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.