SteelPeak Wealth’s Zoom ZM Stock Holding History

SteelPeak 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
2020 Q4	–	Sell	-2,000	Closed	-$940K	–	370
2020 Q3	$940K	Buy	+2,000	New	+$640K	0.1%	143

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

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

SteelPeak Wealth's ZM Position: Q4 2025 in Review

SteelPeak Wealth sold out of Zoom (ZM) in Q4 2025, closing a stake of 2,434 shares — an estimated $201K sold.

SteelPeak Wealth first reported a position in ZM in Q3 2020 and held it in 19 quarters. The position peaked at $2.16M in Q4 2020. 823 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

SteelPeak Wealth reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 2,434 Zoom shares in Q4 2025, an estimated $201K.
SteelPeak Wealth first reported a position in Zoom in Q3 2020 and held it in 19 quarters.
SteelPeak Wealth's Zoom position peaked at $2.16M in Q4 2020.
823 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.