SW
ZM icon

SVB Wealth’s Zoom ZM Stock Holding History

SVB Wealth’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
-799
Closed -$58.9K – 1668
2025
Q1 		$58.9K Buy
+799
New +$63.7K ﹤0.01% 496
2023
Q1 		– Sell
-8,952
Closed -$606K – 1087
2022
Q4 		$606K Sell
8,952
-2,228
-20% -$169K 0.01% 514
2022
Q3 		$823K Buy
+11,180
New +$1.06M 0.01% 407
2021
Q4 		– Sell
-809
Closed -$212K – 964
2021
Q3 		$212K Sell
809
-123
-13% -$41.5K ﹤0.01% 895
2021
Q2 		$361K Buy
932
+249
+36% +$82.9K ﹤0.01% 678
2021
Q1 		$219K Buy
683
+3
+0.4% +$1.1K ﹤0.01% 809
2020
Q4 		$229K Buy
680
+201
+42% +$89.6K ﹤0.01% 709
2020
Q3 		$225K Buy
+479
New +$153K ﹤0.01% 605

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return