Symmetry Partners’s Zoom ZM Stock Holding History

Symmetry Partners’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	–	Sell	-3,010	Closed	-$260K	–	226
2025 Q4	$260K	Buy	+3,010	New	+$253K	0.02%	158
2021 Q3	–	Sell	-2,346	Closed	-$908K	–	678
2021 Q2	$908K	Sell	2,346 -1,311	-36%	-$437K	0.06%	250
2021 Q1	$1.18M	Buy	+3,657	New	+$1.35M	0.08%	169

Other funds holding ZM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Symmetry Partners's ZM Position: Q1 2026 in Review

Symmetry Partners sold out of Zoom (ZM) in Q1 2026, closing a stake of 3,010 shares — an estimated $260K sold.

Symmetry Partners first reported a position in ZM in Q1 2021 and held it in 3 quarters. The position peaked at $1.18M in Q1 2021. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Symmetry Partners reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
Symmetry Partners sold 3,010 Zoom shares in Q1 2026, an estimated $260K.
Symmetry Partners first reported a position in Zoom in Q1 2021 and held it in 3 quarters.
Symmetry Partners's Zoom position peaked at $1.18M in Q1 2021.
820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Symmetry Partners's 13F filing for Q1 2026, filed 27 Apr 2026.