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	–	893
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 $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

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

Fidelity Investments

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

Acadian Asset Management

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

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