Simplicity Wealth’s Zoom ZM Stock Holding History

Simplicity Wealth’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	-11,979	Closed	-$884K	–	675
2025 Q1	$884K	Buy	+11,979	New	+$955K	0.07%	269

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

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

Simplicity Wealth's ZM Position: Q2 2025 in Review

Simplicity Wealth sold out of Zoom (ZM) in Q2 2025, closing a stake of 11,979 shares — an estimated $884K sold.

Simplicity Wealth first reported a position in ZM in Q1 2025 and held it in 1 quarter. The position peaked at $884K in Q1 2025. 719 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Simplicity Wealth reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Simplicity Wealth sold 11,979 Zoom shares in Q2 2025, an estimated $884K.
Simplicity Wealth first reported a position in Zoom in Q1 2025 and held it in 1 quarter.
Simplicity Wealth's Zoom position peaked at $884K in Q1 2025.
719 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.