QFW
ZM icon

QTR Family Wealth’s Zoom ZM Stock Holding History

QTR Family Wealth’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 		$201K Sell
2,435
-3,956
-62% -$331K 0.08% 280
2025
Q4 		$607K Buy
6,391
+2,313
+57% +$195K 0.27% 87
2025
Q3 		$336K Buy
+4,078
New +$318K 0.16% 139

Other funds holding ZM

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $618B 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

QTR Family Wealth's ZM Position: Q1 2026 in Review

QTR Family Wealth reduced its Zoom (ZM) stake by 62% in Q1 2026, selling an estimated $331K and leaving 2,435 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #280.

QTR Family Wealth first reported a position in ZM in Q3 2025 and has held it in 3 quarters since. The position peaked at $607K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • QTR Family Wealth held 2,435 shares of Zoom worth $201K as of Q1 2026.
  • QTR Family Wealth sold 3,956 Zoom shares in Q1 2026, an estimated $331K.
  • Zoom made up 0.08% of QTR Family Wealth's portfolio in Q1 2026, its #280 holding.
  • QTR Family Wealth first reported a position in Zoom in Q3 2025 and has held it in 3 quarters since.
  • QTR Family Wealth's Zoom position peaked at $607K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.