U.S. Capital Wealth Advisors’s Zoom ZM Stock Holding History

U.S. Capital Wealth Advisors’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	-2,366	Closed	-$204K	–	1089
2025 Q4	$204K	Buy	+2,366	New	+$199K	0.01%	928
2023 Q1	–	Sell	-10	Closed	-$677	–	1561
2022 Q4	$677	Buy	+10	New	+$760	﹤0.01%	1555
2022 Q1	–	Sell	-1,234	Closed	-$227K	–	764
2021 Q4	$227K	Sell	1,234 -106	-8%	-$24.9K	0.01%	661
2021 Q3	$350K	Buy	+1,340	New	+$452K	0.02%	582

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's ZM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,366 shares — an estimated $204K sold.

U.S. Capital Wealth Advisors first reported a position in ZM in Q3 2021 and held it in 4 quarters. The position peaked at $350K in Q3 2021. 818 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 2,366 Zoom shares in Q1 2026, an estimated $204K.
U.S. Capital Wealth Advisors first reported a position in Zoom in Q3 2021 and held it in 4 quarters.
U.S. Capital Wealth Advisors's Zoom position peaked at $350K in Q3 2021.
818 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.