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Pension & Wealth Management Advisors’s Zoom ZM Stock Holding History

Pension & Wealth Management Advisors’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
Q4 		– Sell
-39
Closed -$3.22K – 611
2025
Q3 		$3.22K Buy
+39
New +$3.04K ﹤0.01% 460
2023
Q2 		– Sell
-50
Closed -$3.69K – 334
2023
Q1 		$3.69K Hold
50
– – ﹤0.01% 255
2022
Q4 		$3.39K Buy
+50
New +$3.8K ﹤0.01% 227

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Pension & Wealth Management Advisors's ZM Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of Zoom (ZM) in Q4 2025, closing a stake of 39 shares — an estimated $3.22K sold.

Pension & Wealth Management Advisors first reported a position in ZM in Q4 2022 and held it in 3 quarters. The position peaked at $3.69K in Q1 2023. 823 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

  • Pension & Wealth Management Advisors reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 39 Zoom shares in Q4 2025, an estimated $3.22K.
  • Pension & Wealth Management Advisors first reported a position in Zoom in Q4 2022 and held it in 3 quarters.
  • Pension & Wealth Management Advisors's Zoom position peaked at $3.69K in Q1 2023.
  • 823 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.