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	–	1666
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

SVB Wealth's ZM Position: Q2 2025 in Review

SVB Wealth sold out of Zoom (ZM) in Q2 2025, closing a stake of 799 shares — an estimated $58.9K sold.

SVB Wealth first reported a position in ZM in Q3 2020 and held it in 8 quarters. The position peaked at $823K in Q3 2022. 719 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

SVB Wealth reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 799 Zoom shares in Q2 2025, an estimated $58.9K.
SVB Wealth first reported a position in Zoom in Q3 2020 and held it in 8 quarters.
SVB Wealth's Zoom position peaked at $823K in Q3 2022.
719 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.