SAI
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Savvy Advisors Inc’s Zoom ZM Stock Holding History

Savvy Advisors Inc’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 		$294K Sell
3,660
-2,438
-40% -$204K 0.01% 883
2025
Q4 		$526K Buy
6,098
+3,465
+132% +$292K 0.02% 548
2025
Q3 		$217K Buy
+2,633
New +$205K 0.01% 756

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

Savvy Advisors Inc's ZM Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Zoom (ZM) stake by 40% in Q1 2026, selling an estimated $204K and leaving 3,660 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #883.

Savvy Advisors Inc first reported a position in ZM in Q3 2025 and has held it in 3 quarters since. The position peaked at $526K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Savvy Advisors Inc held 3,660 shares of Zoom worth $294K as of Q1 2026.
  • Savvy Advisors Inc sold 2,438 Zoom shares in Q1 2026, an estimated $204K.
  • Zoom made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #883 holding.
  • Savvy Advisors Inc first reported a position in Zoom in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Zoom position peaked at $526K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.