Sierra Ocean’s Zoom ZM Stock Holding History

Sierra Ocean’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	-36	Closed	-$2.81K	–	1004
2025 Q2	$2.81K	Buy	36 +3	+9%	+$232	﹤0.01%	696
2025 Q1	$2.43K	Buy	33 +28	+560%	+$2.23K	﹤0.01%	740
2024 Q4	$408	Buy	+5	New	+$393	﹤0.01%	1021

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sierra Ocean's ZM Position: Q3 2025 in Review

Sierra Ocean sold out of Zoom (ZM) in Q3 2025, closing a stake of 36 shares — an estimated $2.81K sold.

Sierra Ocean first reported a position in ZM in Q4 2024 and held it in 3 quarters. The position peaked at $2.81K in Q2 2025. 754 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

Sierra Ocean reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 36 Zoom shares in Q3 2025, an estimated $2.81K.
Sierra Ocean first reported a position in Zoom in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Zoom position peaked at $2.81K in Q2 2025.
754 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.