Tru Independence Asset Management 2’s Zoom ZM Stock Holding History

Tru Independence Asset Management 2’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	$364K	Hold	4,523	–	–	0.22%	64
2025 Q4	$390K	Hold	4,523	–	–	0.24%	62
2025 Q3	$373K	Hold	4,523	–	–	0.25%	70
2025 Q2	$353K	Sell	4,523 -110	-2%	-$8.5K	0.24%	69
2025 Q1	$342K	Sell	4,633 -90	-2%	-$7.17K	0.26%	72
2024 Q4	$385K	Hold	4,723	–	–	0.32%	57
2024 Q3	$329K	Buy	+4,723	New	+$295K	0.28%	60
2023 Q1	$319K	Buy	+4,323	New	+$311K	0.32%	53
2022 Q3	$295K	Buy	4,005 +405	+11%	+$38.6K	0.31%	45
2022 Q2	$389K	Hold	3,600	–	–	0.32%	42
2022 Q1	$422K	Buy	+3,600	New	+$490K	0.24%	51
2021 Q1	–	Sell	-2	Closed	-$1K	–	433
2020 Q4	$1K	Buy	+2	New	+$892	﹤0.01%	434

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Tru Independence Asset Management 2's ZM Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its Zoom (ZM) position steady in Q1 2026 at 4,523 shares worth $364K. The position accounts for 0.22% of the portfolio, ranked #64.

Tru Independence Asset Management 2 first reported a position in ZM in Q4 2020 and has held it in 12 quarters since. The position peaked at $422K in Q1 2022. 816 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

Tru Independence Asset Management 2 held 4,523 shares of Zoom worth $364K as of Q1 2026.
Tru Independence Asset Management 2 left its Zoom share count unchanged in Q1 2026.
Zoom made up 0.22% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #64 holding.
Tru Independence Asset Management 2 first reported a position in Zoom in Q4 2020 and has held it in 12 quarters since.
Tru Independence Asset Management 2's Zoom position peaked at $422K in Q1 2022.
816 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.