SWA
ZM icon

SOA Wealth Advisors’s Zoom ZM Stock Holding History

SOA Wealth 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
2026
Q1 		$1.13K Hold
14
– – ﹤0.01% 743
2025
Q4 		$1.21K Hold
14
– – ﹤0.01% 745
2025
Q3 		$1.16K Hold
14
– – ﹤0.01% 759
2025
Q2 		$1.09K Sell
14
-100
-88% -$7.73K ﹤0.01% 748
2025
Q1 		$8.41K Buy
114
+100
+714% +$7.97K ﹤0.01% 575
2024
Q4 		$1.14K Hold
14
– – ﹤0.01% 724
2024
Q3 		$976 Hold
14
– – ﹤0.01% 717
2024
Q2 		$829 Hold
14
– – ﹤0.01% 736
2024
Q1 		$915 Hold
14
– – ﹤0.01% 771
2023
Q4 		$1.01K Hold
14
– – ﹤0.01% 754
2023
Q3 		$979 Hold
14
– – ﹤0.01% 775
2023
Q2 		$950 Hold
14
– – ﹤0.01% 786
2023
Q1 		$1.03K Buy
+14
New +$1.01K ﹤0.01% 787
2022
Q4 		– Sell
-14
Closed -$1K – 1019
2022
Q3 		$1K Sell
14
-30
-68% -$2.86K ﹤0.01% 805
2022
Q2 		$4K Sell
44
-423
-91% -$44.6K ﹤0.01% 628
2022
Q1 		$54K Sell
467
-64
-12% -$8.7K 0.01% 302
2021
Q4 		$101K Sell
531
-5,110
-91% -$1.2M 0.02% 216
2021
Q3 		$1.48M Sell
5,641
-213
-4% -$71.8K 0.38% 56
2021
Q2 		$2.27M Buy
5,854
+930
+19% +$310K 0.58% 43
2021
Q1 		$1.58M Buy
4,924
+4,910
+35,071% +$1.81M 0.44% 53
2020
Q4 		$6K Buy
+14
New +$6.24K ﹤0.01% 597

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