Occudo Quantitative Strategies’s Zumiez ZUMZ Stock Holding History

Occudo Quantitative Strategies’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,822	Closed	-$230K	–	958
2025 Q4	$230K	Buy	+8,822	New	+$212K	0.02%	563
2024 Q2	–	Sell	-19,499	Closed	-$296K	–	1036
2024 Q1	$296K	Sell	19,499 -14,297	-42%	-$244K	0.05%	466
2023 Q4	$687K	Buy	33,796 +11,734	+53%	+$210K	0.09%	300
2023 Q3	$393K	Buy	22,062 +2,786	+14%	+$50.2K	0.05%	577
2023 Q2	$321K	Buy	+19,276	New	+$322K	0.03%	716
2023 Q1	–	Sell	-65,102	Closed	-$1.42M	–	1240
2022 Q4	$1.42M	Buy	+65,102	New	+$1.44M	0.16%	192
2022 Q1	–	Sell	-14,465	Closed	-$694K	–	1358
2021 Q4	$694K	Sell	14,465 -8,357	-37%	-$382K	0.06%	489
2021 Q3	$907K	Buy	+22,822	New	+$974K	0.11%	326

Other funds holding ZUMZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Occudo Quantitative Strategies's ZUMZ Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Zumiez (ZUMZ) in Q1 2026, closing a stake of 8,822 shares — an estimated $230K sold.

Occudo Quantitative Strategies first reported a position in ZUMZ in Q3 2021 and held it in 8 quarters. The position peaked at $1.42M in Q4 2022. 130 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2026.

Occudo Quantitative Strategies reported no remaining Zumiez position as of Q1 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 8,822 Zumiez shares in Q1 2026, an estimated $230K.
Occudo Quantitative Strategies first reported a position in Zumiez in Q3 2021 and held it in 8 quarters.
Occudo Quantitative Strategies's Zumiez position peaked at $1.42M in Q4 2022.
130 funds tracked by Wall St. Rank held Zumiez as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.