SWA
ZM icon

Stratos Wealth Advisors’s Zoom ZM Stock Holding History

Stratos Wealth 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
2025
Q1 		– Sell
-14,230
Closed -$1.16M – 763
2024
Q4 		$1.16M Buy
+14,230
New +$1.12M 0.06% 306
2022
Q1 		– Sell
-1,904
Closed -$350K – 588
2021
Q4 		$350K Buy
1,904
+108
+6% +$25.4K 0.03% 438
2021
Q3 		$470K Sell
1,796
-14
-0.8% -$4.72K 0.04% 374
2021
Q2 		$701K Buy
1,810
+423
+30% +$141K 0.06% 294
2021
Q1 		$446K Sell
1,387
-133
-9% -$49K 0.05% 327
2020
Q4 		$513K Buy
1,520
+184
+14% +$82K 0.07% 246
2020
Q3 		$628K Sell
1,336
-35
-3% -$11.2K 0.15% 149
2020
Q2 		$348K Buy
+1,371
New +$247K 0.11% 189

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return