SSG
ZM icon

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 – 1452
2025
Q2 		$780K Sell
10,000
-2,277
-19% -$176K 0.28% 114
2025
Q1 		$906K Sell
12,277
-8,223
-40% -$655K 0.63% 76
2024
Q4 		$1.67M Buy
20,500
+19,885
+3,233% +$1.56M 0.62% 52
2024
Q3 		$43K Buy
+615
New +$38.4K 0.03% 246
2023
Q4 		– Sell
-29
Closed -$2K – 1014
2023
Q3 		$2K Buy
+29
New +$2.01K ﹤0.01% 515
2023
Q1 		– Hold
0
– – – 1417
2022
Q4 		– Sell
-622
Closed -$47.2K – 1461
2022
Q3 		$46K Buy
+622
New +$59.2K 0.01% 627
2022
Q2 		– Sell
-997
Closed -$117K – 1309
2022
Q1 		$117K Buy
+997
New +$136K 0.04% 480
2021
Q4 		– Sell
-7,080
Closed -$1.85M – 1123
2021
Q3 		$1.85M Buy
+7,080
New +$2.39M 0.41% 165

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return