PSI Advisors’s Zoom ZM Stock Holding History

PSI 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 Q2	–	Sell	-36	Closed	-$2.66K	–	723
2025 Q1	$2.66K	Sell	36 -60	-63%	-$4.78K	﹤0.01%	574
2024 Q4	$7.83K	Hold	96	–	–	﹤0.01%	565
2024 Q3	$6.69K	Hold	96	–	–	﹤0.01%	607
2024 Q2	$5.68K	Hold	96	–	–	﹤0.01%	619
2024 Q1	$6.28K	Hold	96	–	–	﹤0.01%	556
2023 Q4	$6.9K	Hold	96	–	–	﹤0.01%	560
2023 Q3	$6.71K	Hold	96	–	–	﹤0.01%	550
2023 Q2	$6.52K	Hold	96	–	–	﹤0.01%	550
2023 Q1	$7.09K	Hold	96	–	–	﹤0.01%	488
2022 Q4	$6.5K	Sell	96 -55	-36%	-$4.18K	﹤0.01%	484
2022 Q3	$11K	Sell	151 -50	-25%	-$4.76K	0.01%	421
2022 Q2	$22K	Buy	201 +50	+33%	+$5.27K	0.01%	345
2022 Q1	$18K	Buy	151 +10	+7%	+$1.36K	0.01%	386
2021 Q4	$26K	Sell	141 -15	-10%	-$3.53K	0.01%	358
2021 Q3	$41K	Buy	+156	New	+$52.6K	0.02%	305

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 $3.37T AUM 44.26% 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

PSI Advisors's ZM Position: Q2 2025 in Review

PSI Advisors sold out of Zoom (ZM) in Q2 2025, closing a stake of 36 shares — an estimated $2.66K sold.

PSI Advisors first reported a position in ZM in Q3 2021 and held it in 15 quarters. The position peaked at $41K in Q3 2021. 719 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

PSI Advisors reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 36 Zoom shares in Q2 2025, an estimated $2.66K.
PSI Advisors first reported a position in Zoom in Q3 2021 and held it in 15 quarters.
PSI Advisors's Zoom position peaked at $41K in Q3 2021.
719 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.