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Root Financial Partners’s Zoom ZM Stock Holding History

Root Financial Partners’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 		$85.9K Buy
1,069
+527
+97% +$44.1K ﹤0.01% 629
2025
Q4 		$46.8K Buy
542
+136
+33% +$11.4K ﹤0.01% 743
2025
Q3 		$33.5K Buy
+406
New +$31.7K ﹤0.01% 834

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

Root Financial Partners's ZM Position: Q1 2026 in Review

Root Financial Partners increased its Zoom (ZM) stake by 97% in Q1 2026, buying an estimated $44.1K and bringing the position to 1,069 shares worth $85.9K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Root Financial Partners first reported a position in ZM in Q3 2025 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Root Financial Partners held 1,069 shares of Zoom worth $85.9K as of Q1 2026.
  • Root Financial Partners bought 527 Zoom shares in Q1 2026, an estimated $44.1K.
  • Zoom made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #629 holding.
  • Root Financial Partners first reported a position in Zoom in Q3 2025 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.