Private Trust Company’s Zoom ZM Stock Holding History

Private Trust Company’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	$75.1K	Buy	934 +745	+394%	+$62.4K	0.01%	1130
2025 Q4	$16.3K	Sell	189 -3	-2%	-$253	﹤0.01%	1759
2025 Q3	$15.8K	Sell	192 -2	-1%	-$156	﹤0.01%	1735
2025 Q2	$15.1K	Sell	194 -1	-0.5%	-$77	﹤0.01%	1683
2025 Q1	$14.4K	Sell	195 -1	-0.5%	-$80	﹤0.01%	1677
2024 Q4	$16K	Sell	196 -7	-3%	-$550	﹤0.01%	1567
2024 Q3	$14.2K	Buy	203 +10	+5%	+$625	﹤0.01%	1596
2024 Q2	$11.4K	Buy	193 +86	+80%	+$5.28K	﹤0.01%	1641
2024 Q1	$7K	Hold	107	–	–	﹤0.01%	1781
2023 Q4	$7.69K	Sell	107 -14	-12%	-$926	﹤0.01%	1747
2023 Q3	$8.46K	Hold	121	–	–	﹤0.01%	1652
2023 Q2	$8.21K	Buy	121 +14	+13%	+$936	﹤0.01%	1701
2023 Q1	$7.9K	Hold	107	–	–	﹤0.01%	1667
2022 Q4	$7K	Sell	107 -328	-75%	-$24.9K	﹤0.01%	1708
2022 Q3	$32K	Hold	435	–	–	0.01%	1049
2022 Q2	$47K	Buy	+435	New	+$45.9K	0.01%	957

Other funds holding ZM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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