SGA
ZM icon

Strategic Global Advisors’s Zoom ZM Stock Holding History

Strategic Global 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 		$1.95M Sell
24,227
-320
-1% -$26.8K 0.31% 79
2025
Q4 		$2.12M Sell
24,547
-520
-2% -$43.8K 0.33% 80
2025
Q3 		$2.07M Hold
25,067
– – 0.31% 82
2025
Q2 		$1.95M Buy
25,067
+1,740
+7% +$135K 0.32% 80
2025
Q1 		$1.72M Sell
23,327
-791
-3% -$63K 0.34% 78
2024
Q4 		$1.97M Buy
24,118
+1,322
+6% +$104K 0.36% 71
2024
Q3 		$1.59M Sell
22,796
-222
-1% -$13.9K 0.31% 77
2024
Q2 		$1.36M Buy
23,018
+444
+2% +$27.3K 0.28% 89
2024
Q1 		$1.48M Sell
22,574
-614
-3% -$40.9K 0.32% 85
2023
Q4 		$1.67M Buy
+23,188
New +$1.53M 0.38% 82

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