SageView Advisory Group’s Zoom ZM Stock Holding History

SageView Advisory Group’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	–	Sell	-323	Closed	-$27.9K	–	2490
2025 Q4	$27.9K	Buy	+323	New	+$27.2K	﹤0.01%	1317

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

SageView Advisory Group's ZM Position: Q1 2026 in Review

SageView Advisory Group sold out of Zoom (ZM) in Q1 2026, closing a stake of 323 shares — an estimated $27.9K sold.

SageView Advisory Group first reported a position in ZM in Q4 2025 and held it in 1 quarter. The position peaked at $27.9K in Q4 2025. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

SageView Advisory Group reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 323 Zoom shares in Q1 2026, an estimated $27.9K.
SageView Advisory Group first reported a position in Zoom in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Zoom position peaked at $27.9K in Q4 2025.
820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.