Tortoise Investment Management’s Zoom ZM Stock Holding History

Tortoise 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 Q4	–	Sell	-17	Closed	-$1.4K	–	1510
2025 Q3	$1.4K	Buy	17 +6	+55%	+$468	﹤0.01%	968
2025 Q2	$858	Buy	+11	New	+$850	﹤0.01%	1011
2024 Q1	–	Sell	-8	Closed	-$575	–	891
2023 Q4	$575	Sell	8 -150	-95%	-$9.92K	﹤0.01%	752
2023 Q3	$11.1K	Hold	158	–	–	﹤0.01%	544
2023 Q2	$10.7K	Hold	158	–	–	﹤0.01%	548
2023 Q1	$11.7K	Hold	158	–	–	﹤0.01%	526
2022 Q4	$10.7K	Hold	158	–	–	﹤0.01%	531
2022 Q3	$12K	Buy	158 +75	+90%	+$7.14K	﹤0.01%	506
2022 Q2	$9K	Hold	83	–	–	﹤0.01%	537
2022 Q1	$10K	Hold	83	–	–	﹤0.01%	504
2021 Q4	$15K	Sell	83 -75	-47%	-$17.6K	﹤0.01%	438
2021 Q3	$41K	Hold	158	–	–	0.01%	297
2021 Q2	$61K	Hold	158	–	–	0.01%	249
2021 Q1	$51K	Hold	158	–	–	0.01%	259
2020 Q4	$53K	Hold	158	–	–	0.01%	236
2020 Q3	$74K	Buy	158 +150	+1,875%	+$48K	0.02%	202
2020 Q2	$2K	Hold	8	–	–	﹤0.01%	476
2020 Q1	$1K	Buy	+8	New	+$789	﹤0.01%	538

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Tortoise Investment Management's ZM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Zoom (ZM) in Q4 2025, closing a stake of 17 shares — an estimated $1.4K sold.

Tortoise Investment Management first reported a position in ZM in Q1 2020 and held it in 18 quarters. The position peaked at $74K in Q3 2020. 825 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

Tortoise Investment Management reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 17 Zoom shares in Q4 2025, an estimated $1.4K.
Tortoise Investment Management first reported a position in Zoom in Q1 2020 and held it in 18 quarters.
Tortoise Investment Management's Zoom position peaked at $74K in Q3 2020.
825 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.