PWM
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Parkworth Wealth Management’s Zoom ZM Stock Holding History

Parkworth Wealth Management’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
Q2 		$702 Buy
9
+4
+80% +$309 ﹤0.01% 525
2025
Q1 		$369 Buy
5
+1
+25% +$80 ﹤0.01% 511
2024
Q4 		$326 Buy
+4
New +$314 ﹤0.01% 582

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Parkworth Wealth Management's ZM Position: Q2 2025 in Review

Parkworth Wealth Management increased its Zoom (ZM) stake by 80% in Q2 2025, buying an estimated $309 and bringing the position to 9 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Parkworth Wealth Management first reported a position in ZM in Q4 2024 and has held it in 3 quarters since. 718 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of Zoom worth $702 as of Q2 2025.
  • Parkworth Wealth Management bought 4 Zoom shares in Q2 2025, an estimated $309.
  • Zoom made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #525 holding.
  • Parkworth Wealth Management first reported a position in Zoom in Q4 2024 and has held it in 3 quarters since.
  • 718 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.