Osaic Holdings’s Zoom ZM Stock Holding History

Osaic Holdings’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
2024 Q4	–	Sell	-5	Closed	-$4.99K	–	7674
2024 Q3	$4.99K	Hold	5	–	–	﹤0.01%	6200
2024 Q2	$2.97K	Hold	5	–	–	﹤0.01%	6438
2024 Q1	$5.83K	Hold	5	–	–	﹤0.01%	6015
2023 Q4	$8.94K	Buy	5 +1	+25%	+$66	﹤0.01%	5890
2023 Q3	$6.07K	Hold	4	–	–	﹤0.01%	6185
2023 Q2	$6.38K	Buy	4 +2	+100%	+$134	﹤0.01%	6197
2023 Q1	$3.96K	Hold	2	–	–	﹤0.01%	6444
2022 Q4	$1K	Hold	2	–	–	﹤0.01%	6989
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	7097
2022 Q2	$4K	Hold	2	–	–	﹤0.01%	6642
2022 Q1	$5K	Sell	2 -2	-50%	-$272	﹤0.01%	6517
2021 Q4	$6K	Buy	+4	New	+$941	﹤0.01%	6572
2021 Q2	–	Sell	-2	Closed	-$1K	–	7151
2021 Q1	$1K	Buy	+2	New	+$736	﹤0.01%	6709

Other funds holding ZM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Osaic Holdings's ZM Position: Q1 2026 in Review

Osaic Holdings reduced its Zoom (ZM) stake by 8% in Q1 2026, selling an estimated $159K and leaving 21,949 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Osaic Holdings first reported a position in ZM in Q1 2020 and has held it in 25 quarters since. The position peaked at $35.8M in Q3 2020. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Osaic Holdings held 21,949 shares of Zoom worth $1.76M as of Q1 2026.
Osaic Holdings sold 1,897 Zoom shares in Q1 2026, an estimated $159K.
Zoom made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2184 holding.
Osaic Holdings first reported a position in Zoom in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's Zoom position peaked at $35.8M in Q3 2020.
815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.