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
2022 Q4	–	Sell	-40,000	Closed	-$2.94M	–	1425
2022 Q3	$2.94M	Buy	+40,000	New	+$3.81M	0.22%	73

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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.