Private Wealth Asset Management’s Zoom ZM Stock Holding History

Private Wealth Asset 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	–	Sell	-12	Closed	-$885	–	1248
2025 Q1	$885	Buy	+12	New	+$956	﹤0.01%	913

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Private Wealth Asset Management's ZM Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Zoom (ZM) in Q2 2025, closing a stake of 12 shares — an estimated $885 sold.

Private Wealth Asset Management first reported a position in ZM in Q1 2025 and held it in 1 quarter. The position peaked at $885 in Q1 2025. 720 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Private Wealth Asset Management reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Private Wealth Asset Management sold 12 Zoom shares in Q2 2025, an estimated $885.
Private Wealth Asset Management first reported a position in Zoom in Q1 2025 and held it in 1 quarter.
Private Wealth Asset Management's Zoom position peaked at $885 in Q1 2025.
720 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.