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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Stephens Consulting's ZM Position: Q3 2025 in Review

Stephens Consulting sold out of Zoom (ZM) in Q3 2025, closing a stake of 45 shares — an estimated $3.51K sold.

Stephens Consulting first reported a position in ZM in Q4 2021 and held it in 15 quarters. The position peaked at $18.9K in Q4 2021. 754 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

Stephens Consulting reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 45 Zoom shares in Q3 2025, an estimated $3.51K.
Stephens Consulting first reported a position in Zoom in Q4 2021 and held it in 15 quarters.
Stephens Consulting's Zoom position peaked at $18.9K in Q4 2021.
754 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.