RWM
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Ritholtz Wealth Management’s Zoom ZM Stock Holding History

Ritholtz Wealth 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
2026
Q1 		$645K Buy
8,019
+4,710
+142% +$394K 0.01% 695
2025
Q4 		$286K Buy
+3,309
New +$279K 0.01% 914

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

Ritholtz Wealth Management's ZM Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Zoom (ZM) stake by 142% in Q1 2026, buying an estimated $394K and bringing the position to 8,019 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #695.

Ritholtz Wealth Management first reported a position in ZM in Q4 2025 and has held it in 2 quarters since. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Ritholtz Wealth Management held 8,019 shares of Zoom worth $645K as of Q1 2026.
  • Ritholtz Wealth Management bought 4,710 Zoom shares in Q1 2026, an estimated $394K.
  • Zoom made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #695 holding.
  • Ritholtz Wealth Management first reported a position in Zoom in Q4 2025 and has held it in 2 quarters since.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.