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	–	1473
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 $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

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

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

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

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

Rise Advisors's ZM Position: Q4 2025 in Review

Rise Advisors sold out of Zoom (ZM) in Q4 2025, closing a stake of 92 shares — an estimated $7.59K sold.

Rise Advisors first reported a position in ZM in Q4 2021 and held it in 16 quarters. The position peaked at $28K in Q1 2022. 825 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

Rise Advisors reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 92 Zoom shares in Q4 2025, an estimated $7.59K.
Rise Advisors first reported a position in Zoom in Q4 2021 and held it in 16 quarters.
Rise Advisors's Zoom position peaked at $28K in Q1 2022.
825 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.