SFG
ZM icon

Synergy Financial Group’s Zoom ZM Stock Holding History

Synergy Financial 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
2026
Q1 		$658K Buy
8,182
+1,081
+15% +$90.5K 0.49% 39
2025
Q4 		$613K Buy
7,101
+44
+0.6% +$3.7K 0.43% 43
2025
Q3 		$582K Sell
7,057
-275
-4% -$21.5K 0.39% 48
2025
Q2 		$572K Sell
7,332
-166
-2% -$12.8K 0.42% 44
2025
Q1 		$553K Buy
7,498
+2,061
+38% +$164K 0.5% 46
2024
Q4 		$444K Buy
5,437
+263
+5% +$20.7K 0.37% 52
2024
Q3 		$361K Hold
5,174
– – 0.34% 53
2024
Q2 		$306K Buy
5,174
+384
+8% +$23.6K 0.32% 58
2024
Q1 		$313K Buy
4,790
+329
+7% +$21.9K 0.35% 59
2023
Q4 		$321K Sell
4,461
-1,400
-24% -$92.6K 0.39% 58
2023
Q3 		$410K Buy
5,861
+106
+2% +$7.36K 0.57% 40
2023
Q2 		$391K Hold
5,755
– – 0.53% 44
2023
Q1 		$425K Hold
5,755
– – 0.69% 36
2022
Q4 		$390K Sell
5,755
-8,105
-58% -$616K 0.77% 35
2022
Q3 		$1.02M Buy
13,860
+610
+5% +$58.1K 1.53% 18
2022
Q2 		$1.43M Buy
13,250
+454
+4% +$47.9K 2.24% 11
2022
Q1 		$1.5M Buy
12,796
+1,308
+11% +$178K 1.58% 15
2021
Q4 		$2.11M Buy
+11,488
New +$2.7M 1.9% 12

Other funds holding ZM

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $618B 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

Synergy Financial Group's ZM Position: Q1 2026 in Review

Synergy Financial Group increased its Zoom (ZM) stake by 15% in Q1 2026, buying an estimated $90.5K and bringing the position to 8,182 shares worth $658K. The position accounts for 0.49% of the portfolio, ranked #39.

Synergy Financial Group first reported a position in ZM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.11M in Q4 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Synergy Financial Group held 8,182 shares of Zoom worth $658K as of Q1 2026.
  • Synergy Financial Group bought 1,081 Zoom shares in Q1 2026, an estimated $90.5K.
  • Zoom made up 0.49% of Synergy Financial Group's portfolio in Q1 2026, its #39 holding.
  • Synergy Financial Group first reported a position in Zoom in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Zoom position peaked at $2.11M in Q4 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.