SWM
ZM icon

Spire Wealth Management’s Zoom ZM Stock Holding History

Spire Wealth 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
2026
Q1 		$3.86K Sell
48
-12
-20% -$1K ﹤0.01% 1898
2025
Q4 		$5.19K Sell
60
-15
-20% -$1.26K ﹤0.01% 1902
2025
Q3 		$6.19K Sell
75
-395
-84% -$30.8K ﹤0.01% 1907
2025
Q2 		$36.7K Sell
470
-926
-66% -$71.6K ﹤0.01% 1308
2025
Q1 		$103K Buy
1,396
+1,268
+991% +$101K ﹤0.01% 1023
2024
Q4 		$10.4K Buy
+128
New +$10.1K ﹤0.01% 1818
2022
Q2 		– Sell
-5,508
Closed -$646K – 2854
2022
Q1 		$646K Sell
5,508
-3,145
-36% -$428K 0.02% 499
2021
Q4 		$1.59M Buy
8,653
+836
+11% +$197K 0.04% 346
2021
Q3 		$2.04M Sell
7,817
-732
-9% -$247K 0.05% 278
2021
Q2 		$3.31M Sell
8,549
-1,809
-17% -$602K 0.09% 208
2021
Q1 		$3.32M Buy
+10,358
New +$3.81M 0.09% 205

Other funds holding ZM

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $141B 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