SQA
ZM icon

Simon Quick Advisors’s Zoom ZM Stock Holding History

Simon Quick Advisors’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
Q2 		– Sell
-3,702
Closed -$273K – 664
2025
Q1 		$273K Sell
3,702
-215
-5% -$17.1K 0.02% 464
2024
Q4 		$320K Buy
+3,917
New +$308K 0.02% 344
2020
Q4 		– Sell
-11
Closed -$5K – 561
2020
Q3 		$5K Buy
+11
New +$3.52K ﹤0.01% 374

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Simon Quick Advisors's ZM Position: Q2 2025 in Review

Simon Quick Advisors sold out of Zoom (ZM) in Q2 2025, closing a stake of 3,702 shares — an estimated $273K sold.

Simon Quick Advisors first reported a position in ZM in Q3 2020 and held it in 3 quarters. The position peaked at $320K in Q4 2024. 718 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

  • Simon Quick Advisors reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 3,702 Zoom shares in Q2 2025, an estimated $273K.
  • Simon Quick Advisors first reported a position in Zoom in Q3 2020 and held it in 3 quarters.
  • Simon Quick Advisors's Zoom position peaked at $320K in Q4 2024.
  • 718 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.