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Summit Trail Advisors’s Zoom ZM Stock Holding History

Summit Trail Advisors’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 		$2.16M Sell
26,872
-9,118
-25% -$764K 0.03% 472
2025
Q4 		$3.11M Buy
35,990
+5,531
+18% +$466K 0.05% 224
2025
Q3 		$2.51M Buy
30,459
+14,765
+94% +$1.15M 0.03% 329
2025
Q2 		$1.22M Buy
15,694
+3,102
+25% +$240K 0.02% 400
2025
Q1 		$929K Buy
12,592
+6,597
+110% +$526K 0.03% 169
2024
Q4 		$489K Buy
+5,995
New +$471K 0.02% 221
2021
Q4 		– Sell
-936
Closed -$245K – 317
2021
Q3 		$245K Buy
936
+394
+73% +$133K 0.02% 226
2021
Q2 		$210K Sell
542
-315
-37% -$105K 0.02% 202
2021
Q1 		$275K Hold
857
– – 0.03% 162
2020
Q4 		$289K Buy
+857
New +$382K 0.04% 155
2020
Q3 		– Sell
-852
Closed -$216K – 248
2020
Q2 		$216K Buy
+852
New +$153K 0.04% 145

Other funds holding ZM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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