TD Private Client Wealth’s Zoom ZM Stock Holding History

TD Private Client 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
2026 Q1	$1.13K	Sell	14 -13	-48%	-$1.09K	﹤0.01%	1368
2025 Q4	$2.33K	Buy	27 +24	+800%	+$2.02K	﹤0.01%	1251
2025 Q3	$248	Hold	3	–	–	﹤0.01%	1495
2025 Q2	$234	Buy	+3	New	+$232	﹤0.01%	1370
2025 Q1	–	Sell	-5	Closed	-$408	–	1485
2024 Q4	$408	Buy	+5	New	+$393	﹤0.01%	1285
2023 Q3	–	Sell	-16	Closed	-$1.09K	–	1281
2023 Q2	$1.09K	Sell	16 -216	-93%	-$14.4K	﹤0.01%	1202
2023 Q1	$17.1K	Buy	232 +10	+5%	+$721	﹤0.01%	964
2022 Q4	$15K	Buy	222 +15	+7%	+$1.14K	﹤0.01%	956
2022 Q3	$15.2K	Buy	207 +12	+6%	+$1.14K	﹤0.01%	950
2022 Q2	$21.1K	Buy	195 +93	+91%	+$9.81K	﹤0.01%	912
2022 Q1	$12K	Buy	+102	New	+$13.9K	﹤0.01%	1024
2021 Q3	–	Sell	-4	Closed	-$1.55K	–	1245
2021 Q2	$1.55K	Hold	4	–	–	﹤0.01%	1058
2021 Q1	$1.28K	Sell	4 -60	-94%	-$22.1K	﹤0.01%	1035
2020 Q4	$21.6K	Sell	64 -5	-7%	-$2.23K	﹤0.01%	768
2020 Q3	$32.4K	Buy	+69	New	+$22.1K	﹤0.01%	672

Other funds holding ZM

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TD Private Client Wealth's ZM Position: Q1 2026 in Review

TD Private Client Wealth reduced its Zoom (ZM) stake by 48% in Q1 2026, selling an estimated $1.09K and leaving 14 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

TD Private Client Wealth first reported a position in ZM in Q3 2020 and has held it in 15 quarters since. The position peaked at $32.4K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

TD Private Client Wealth held 14 shares of Zoom worth $1.13K as of Q1 2026.
TD Private Client Wealth sold 13 Zoom shares in Q1 2026, an estimated $1.09K.
Zoom made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1368 holding.
TD Private Client Wealth first reported a position in Zoom in Q3 2020 and has held it in 15 quarters since.
TD Private Client Wealth's Zoom position peaked at $32.4K in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.