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Principal Securities’s Zoom ZM Stock Holding History

Principal Securities’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 		$353K Buy
4,394
+1,341
+44% +$112K 0.01% 1129
2025
Q4 		$263K Buy
3,053
+230
+8% +$19.4K ﹤0.01% 1195
2025
Q3 		$233K Buy
2,823
+179
+7% +$14K ﹤0.01% 1223
2025
Q2 		$206K Buy
2,644
+1,861
+238% +$144K ﹤0.01% 1227
2025
Q1 		$63.9K Hold
783
– – ﹤0.01% 1647
2024
Q4 		$63.9K Buy
783
+166
+27% +$13.1K ﹤0.01% 1645
2024
Q3 		$43K Buy
617
+144
+30% +$9K ﹤0.01% 1760
2024
Q2 		$28K Buy
473
+53
+13% +$3.26K ﹤0.01% 1889
2024
Q1 		$27.4K Buy
420
+70
+20% +$4.67K ﹤0.01% 1851
2023
Q4 		$25.1K Buy
+350
New +$23.1K ﹤0.01% 1807

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