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Toth Financial Advisory’s Zoom ZM Stock Holding History

Toth Financial Advisory’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 		– Sell
-321
Closed -$27.7K – 1034
2025
Q4 		$27.7K Buy
+321
New +$27K ﹤0.01% 433
2024
Q4 		– Sell
-100
Closed -$6.97K – 760
2024
Q3 		$6.97K Sell
100
-100
-50% -$6.25K ﹤0.01% 489
2024
Q2 		$11.8K Hold
200
– – ﹤0.01% 447
2024
Q1 		$13.1K Buy
200
+100
+100% +$6.67K ﹤0.01% 428
2023
Q4 		$7.19K Hold
100
– – ﹤0.01% 489
2023
Q3 		$6.99K Hold
100
– – ﹤0.01% 480
2023
Q2 		$6.79K Hold
100
– – ﹤0.01% 513
2023
Q1 		$7.38K Hold
100
– – ﹤0.01% 501
2022
Q4 		$6.77K Sell
100
-192
-66% -$14.6K ﹤0.01% 475
2022
Q3 		$21K Hold
292
– – ﹤0.01% 372
2022
Q2 		$32K Buy
292
+15
+5% +$1.58K 0.01% 325
2022
Q1 		$32K Hold
277
– – ﹤0.01% 331
2021
Q4 		$51K Hold
277
– – 0.01% 299
2021
Q3 		$72K Hold
277
– – 0.01% 268
2021
Q2 		$107K Sell
277
-100
-27% -$33.3K 0.02% 217
2021
Q1 		$121K Hold
377
– – 0.02% 221
2020
Q4 		$127K Hold
377
– – 0.02% 207
2020
Q3 		$177K Sell
377
-8
-2% -$2.56K 0.03% 188
2020
Q2 		$98K Buy
385
+75
+24% +$13.5K 0.02% 196
2020
Q1 		$45K Buy
310
+150
+94% +$14.8K 0.01% 187
2019
Q4 		$11K Sell
160
-500
-76% -$34.4K ﹤0.01% 296
2019
Q3 		$50K Hold
660
– – 0.01% 228
2019
Q2 		$59K Buy
+660
New +$54.3K 0.01% 215

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Toth Financial Advisory's ZM Position: Q1 2026 in Review

Toth Financial Advisory sold out of Zoom (ZM) in Q1 2026, closing a stake of 321 shares — an estimated $27.7K sold.

Toth Financial Advisory first reported a position in ZM in Q2 2019 and held it in 23 quarters. The position peaked at $177K in Q3 2020. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Toth Financial Advisory reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 321 Zoom shares in Q1 2026, an estimated $27.7K.
  • Toth Financial Advisory first reported a position in Zoom in Q2 2019 and held it in 23 quarters.
  • Toth Financial Advisory's Zoom position peaked at $177K in Q3 2020.
  • 820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.