Rise Advisors’s Zoom ZM Stock Holding History

Rise 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 Q4	–	Sell	-92	Closed	-$7.59K	–	1474
2025 Q3	$7.59K	Buy	92 +12	+15%	+$936	﹤0.01%	1097
2025 Q2	$6.24K	Hold	80	–	–	﹤0.01%	1146
2025 Q1	$5.9K	Sell	80 -2	-2%	-$159	﹤0.01%	1151
2024 Q4	$6.72K	Sell	82 -67	-45%	-$5.27K	﹤0.01%	1038
2024 Q3	$10.4K	Sell	149 -25	-14%	-$1.56K	0.01%	1001
2024 Q2	$10.3K	Sell	174 -11	-6%	-$676	0.01%	1010
2024 Q1	$12.1K	Sell	185 -27	-13%	-$1.8K	0.01%	996
2023 Q4	$15.2K	Sell	212 -10	-5%	-$661	0.01%	277
2023 Q3	$15.5K	Sell	222 -24	-10%	-$1.67K	0.01%	259
2023 Q2	$16.7K	Hold	246	–	–	0.01%	263
2023 Q1	$18.2K	Sell	246 -10	-4%	-$721	0.01%	265
2022 Q4	$17.3K	Hold	256	–	–	0.01%	266
2022 Q3	$19K	Buy	256 +15	+6%	+$1.43K	0.02%	259
2022 Q2	$26K	Hold	241	–	–	0.03%	206
2022 Q1	$28K	Buy	241 +97	+67%	+$13.2K	0.03%	213
2021 Q4	$26.5K	Buy	+144	New	+$33.9K	0.03%	213

Other funds holding ZM

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return