Steel Grove Capital Advisors’s Zoom ZM Stock Holding History

Steel Grove Capital 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	–	Sell	-2,410	Closed	-$208K	–	236
2025 Q4	$208K	Buy	+2,410	New	+$203K	0.02%	191

Other funds holding ZM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Steel Grove Capital Advisors's ZM Position: Q1 2026 in Review

Steel Grove Capital Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,410 shares — an estimated $208K sold.

Steel Grove Capital Advisors first reported a position in ZM in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Steel Grove Capital Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
Steel Grove Capital Advisors sold 2,410 Zoom shares in Q1 2026, an estimated $208K.
Steel Grove Capital Advisors first reported a position in Zoom in Q4 2025 and held it in 1 quarter.
Steel Grove Capital Advisors's Zoom position peaked at $208K in Q4 2025.
814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.