Stephens Consulting’s Zoom ZM Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-45	Closed	-$3.51K	–	1203
2025 Q2	$3.51K	Buy	45 +1	+2%	+$77	﹤0.01%	420
2025 Q1	$3.25K	Hold	44	–	–	﹤0.01%	406
2024 Q4	$3.59K	Sell	44 -57	-56%	-$4.48K	﹤0.01%	431
2024 Q3	$7.04K	Hold	101	–	–	﹤0.01%	368
2024 Q2	$5.98K	Hold	101	–	–	﹤0.01%	390
2024 Q1	$6.6K	Hold	101	–	–	﹤0.01%	344
2023 Q4	$7.26K	Hold	101	–	–	﹤0.01%	342
2023 Q3	$7.06K	Hold	101	–	–	﹤0.01%	349
2023 Q2	$6.86K	Hold	101	–	–	﹤0.01%	355
2023 Q1	$7.46K	Hold	101	–	–	﹤0.01%	354
2022 Q4	$6.84K	Hold	101	–	–	﹤0.01%	347
2022 Q3	$7.43K	Sell	101 -42	-29%	-$4K	0.01%	375
2022 Q2	$15.4K	Hold	143	–	–	0.01%	270
2022 Q1	$16.8K	Buy	143 +40	+39%	+$5.44K	0.01%	292
2021 Q4	$18.9K	Buy	+103	New	+$24.2K	0.02%	303

Other funds holding ZM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

AQR Capital Management

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

Acadian Asset Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

T. Rowe Price Investment Management

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return