OQS
ZM icon

Occudo Quantitative Strategies’s Zoom ZM Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-16,495
Closed -$1.42M – 957
2025
Q4 		$1.42M Buy
16,495
+8,310
+102% +$699K 0.1% 256
2025
Q3 		$675K Sell
8,185
-1,672
-17% -$130K 0.08% 330
2025
Q2 		$769K Buy
+9,857
New +$762K 0.09% 281
2024
Q3 		– Sell
-6,348
Closed -$376K – 1055
2024
Q2 		$376K Buy
6,348
+3,068
+94% +$188K 0.07% 382
2024
Q1 		$214K Sell
3,280
-2,514
-43% -$168K 0.04% 578
2023
Q4 		$417K Buy
+5,794
New +$383K 0.06% 447
2023
Q3 		– Sell
-15,302
Closed -$1.04M – 1355
2023
Q2 		$1.04M Buy
15,302
+7,831
+105% +$524K 0.11% 317
2023
Q1 		$552K Buy
+7,471
New +$538K 0.05% 486
2022
Q2 		– Sell
-34,345
Closed -$4.03M – 1426
2022
Q1 		$4.03M Buy
34,345
+32,650
+1,926% +$4.44M 0.34% 48
2021
Q4 		$312K Buy
+1,695
New +$399K 0.03% 747

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