Summit Global Investments’s Zoom ZM Stock Holding History

Summit Global Investments’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	$312K	Sell	3,878 -14,058	-78%	-$1.18M	0.02%	412
2025 Q4	$1.55M	Sell	17,936 -105,622	-85%	-$8.89M	0.09%	117
2025 Q3	$10.2M	Buy	123,558 +106,029	+605%	+$8.27M	0.6%	27
2025 Q2	$1.37M	Sell	17,529 -33,206	-65%	-$2.57M	0.08%	145
2025 Q1	$3.74M	Sell	50,735 -3,093	-6%	-$246K	0.27%	60
2024 Q4	$4.39M	Sell	53,828 -1,240	-2%	-$97.5K	0.27%	80
2024 Q3	$3.84M	Buy	55,068 +2,484	+5%	+$155K	0.24%	81
2024 Q2	$3.11M	Sell	52,584 -7,435	-12%	-$457K	0.21%	96
2024 Q1	$3.92M	Buy	60,019 +56,960	+1,862%	+$3.8M	0.29%	77
2023 Q4	$220K	Buy	3,059 +147	+5%	+$9.72K	0.01%	483
2023 Q3	$204K	Buy	+2,912	New	+$202K	0.01%	483
2021 Q3	–	Sell	-4,160	Closed	-$1.61M	–	580
2021 Q2	$1.61M	Buy	+4,160	New	+$1.39M	0.1%	161

Other funds holding ZM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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