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Stratos Wealth Partners’s Zoom ZM Stock Holding History

Stratos Wealth Partners’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
-2,643
Closed -$216K – 1515
2024
Q4 		$216K Sell
2,643
-366
-12% -$28.8K ﹤0.01% 1316
2024
Q3 		$210K Sell
3,009
-554
-16% -$34.6K ﹤0.01% 1318
2024
Q2 		$211K Sell
3,563
-166
-4% -$10.2K ﹤0.01% 1257
2024
Q1 		$244K Sell
3,729
-264
-7% -$17.6K ﹤0.01% 1191
2023
Q4 		$287K Sell
3,993
-325
-8% -$21.5K 0.01% 1100
2023
Q3 		$302K Buy
+4,318
New +$300K 0.01% 1007
2022
Q4 		– Sell
-3,169
Closed -$233K – 1192
2022
Q3 		$233K Sell
3,169
-632
-17% -$60.2K 0.01% 968
2022
Q2 		$410K Sell
3,801
-399
-10% -$42.1K 0.01% 809
2022
Q1 		$492K Buy
4,200
+1
+0% +$136 0.01% 821
2021
Q4 		$772K Sell
4,199
-708
-14% -$166K 0.02% 649
2021
Q3 		$1.28M Sell
4,907
-66
-1% -$22.3K 0.03% 446
2021
Q2 		$1.93M Sell
4,973
-298
-6% -$99.2K 0.05% 354
2021
Q1 		$1.69M Sell
5,271
-357
-6% -$131K 0.05% 351
2020
Q4 		$1.9M Sell
5,628
-828
-13% -$369K 0.06% 276
2020
Q3 		$3.04M Buy
6,456
+1,303
+25% +$417K 0.1% 212
2020
Q2 		$1.31M Sell
5,153
-4,808
-48% -$865K 0.05% 328
2020
Q1 		$1.46M Buy
+9,961
New +$983K 0.07% 257
2019
Q4 		– Sell
-3,278
Closed -$250K – 1012
2019
Q3 		$250K Buy
+3,278
New +$295K 0.01% 790

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stratos Wealth Partners's ZM Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Zoom (ZM) in Q1 2025, closing a stake of 2,643 shares — an estimated $216K sold.

Stratos Wealth Partners first reported a position in ZM in Q3 2019 and held it in 18 quarters. The position peaked at $3.04M in Q3 2020. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,643 Zoom shares in Q1 2025, an estimated $216K.
  • Stratos Wealth Partners first reported a position in Zoom in Q3 2019 and held it in 18 quarters.
  • Stratos Wealth Partners's Zoom position peaked at $3.04M in Q3 2020.
  • 713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.