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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
Q2 		– Sell
-8,000
Closed -$590K – 1485
2025
Q1 		$590K Hold
8,000
– – 0.09% 102
2024
Q4 		$653K Buy
+8,000
New +$629K 0.13% 107
2023
Q1 		– Sell
-93,800
Closed -$6.35M – 1370
2022
Q4 		$6.35M Buy
93,800
+88,300
+1,605% +$6.71M 0.24% 68
2022
Q3 		$405K Buy
+5,500
New +$524K 0.03% 287

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

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. 751 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.
  • 751 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.