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Shelton Capital Management’s Zoom ZM Stock Holding History

Shelton Capital 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
2025
Q3 		– Sell
-215,500
Closed -$16.8M – 777
2025
Q2 		$16.8M Buy
215,500
+180,700
+519% +$14M 0.39% 55
2025
Q1 		$2.57M Buy
+34,800
New +$2.77M 0.06% 211
2023
Q4 		– Sell
-26,250
Closed -$1.84M – 780
2023
Q3 		$1.84M Buy
26,250
+6,036
+30% +$419K 0.07% 238
2023
Q2 		$1.37M Buy
20,214
+838
+4% +$56K 0.05% 251
2023
Q1 		$1.43M Sell
19,376
-2,755
-12% -$199K 0.06% 224
2022
Q4 		$1.5M Hold
22,131
– – 0.16% 180
2022
Q3 		$1.63M Buy
22,131
+1,063
+5% +$101K 0.08% 212
2022
Q2 		$2.27M Hold
21,068
– – 0.1% 198
2022
Q1 		$2.47M Buy
21,068
+895
+4% +$122K 0.09% 210
2021
Q4 		$3.71M Buy
20,173
+141
+0.7% +$33.2K 0.13% 168
2021
Q3 		$5.24M Buy
20,032
+358
+2% +$121K 0.2% 109
2021
Q2 		$7.61M Buy
19,674
+3,269
+20% +$1.09M 0.29% 76
2021
Q1 		$5.27M Buy
16,405
+2,949
+22% +$1.09M 0.18% 122
2020
Q4 		$4.54M Buy
13,456
+457
+4% +$204K 0.2% 106
2020
Q3 		$6.11M Buy
12,999
+4,188
+48% +$1.34M 0.25% 82
2020
Q2 		$2.23M Buy
+8,811
New +$1.59M 0.12% 165

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Shelton Capital Management's ZM Position: Q3 2025 in Review

Shelton Capital Management sold out of Zoom (ZM) in Q3 2025, closing a stake of 215,500 shares — an estimated $16.8M sold.

Shelton Capital Management first reported a position in ZM in Q2 2020 and held it in 16 quarters. The position peaked at $16.8M in Q2 2025. 752 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Shelton Capital Management reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Shelton Capital Management sold 215,500 Zoom shares in Q3 2025, an estimated $16.8M.
  • Shelton Capital Management first reported a position in Zoom in Q2 2020 and held it in 16 quarters.
  • Shelton Capital Management's Zoom position peaked at $16.8M in Q2 2025.
  • 752 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Shelton Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.