Synergy Investment Management’s Zoom ZM Stock Holding History

Synergy Investment Management’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	-10	Closed	-$738	–	588
2025 Q1	$738	Hold	10	–	–	﹤0.01%	580
2024 Q4	$816	Buy	+10	New	+$786	﹤0.01%	610

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Synergy Investment Management's ZM Position: Q2 2025 in Review

Synergy Investment Management sold out of Zoom (ZM) in Q2 2025, closing a stake of 10 shares — an estimated $738 sold.

Synergy Investment Management first reported a position in ZM in Q4 2024 and held it in 2 quarters. The position peaked at $816 in Q4 2024. 718 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Synergy Investment Management reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Synergy Investment Management sold 10 Zoom shares in Q2 2025, an estimated $738.
Synergy Investment Management first reported a position in Zoom in Q4 2024 and held it in 2 quarters.
Synergy Investment Management's Zoom position peaked at $816 in Q4 2024.
718 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.