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Summit Securities Group’s Zoom ZM Stock Holding History

Summit Securities Group’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
-10,000
Closed -$780K – 1410
2025
Q2 		$780K Sell
10,000
-2,277
-19% -$176K 0.15% 114
2025
Q1 		$906K Sell
12,277
-8,223
-40% -$655K 0.14% 76
2024
Q4 		$1.67M Buy
20,500
+19,885
+3,233% +$1.56M 0.34% 52
2024
Q3 		$43K Buy
+615
New +$38.4K 0.01% 246
2023
Q4 		– Sell
-29
Closed -$2K – 951
2023
Q3 		$2K Buy
+29
New +$2.01K ﹤0.01% 515
2022
Q4 		– Sell
-622
Closed -$47.2K – 1424
2022
Q3 		$46K Buy
+622
New +$59.2K ﹤0.01% 627
2022
Q2 		– Sell
-997
Closed -$117K – 1260
2022
Q1 		$117K Buy
+997
New +$136K 0.01% 480
2021
Q4 		– Sell
-7,080
Closed -$1.85M – 985
2021
Q3 		$1.85M Buy
+7,080
New +$2.39M 0.14% 165

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Summit Securities Group's ZM Position: Q3 2025 in Review

Summit Securities Group sold out of Zoom (ZM) in Q3 2025, closing a stake of 10,000 shares — an estimated $780K sold.

Summit Securities Group first reported a position in ZM in Q3 2021 and held it in 8 quarters. The position peaked at $1.85M in Q3 2021. 753 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Summit Securities Group reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 10,000 Zoom shares in Q3 2025, an estimated $780K.
  • Summit Securities Group first reported a position in Zoom in Q3 2021 and held it in 8 quarters.
  • Summit Securities Group's Zoom position peaked at $1.85M in Q3 2021.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.