Unique Wealth Strategies’s Zoom ZM Stock Holding History

Unique Wealth Strategies’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 Q2	–	Sell	-7,375	Closed	-$544K	–	242
2025 Q1	$544K	Buy	+7,375	New	+$588K	0.25%	112
2024 Q3	–	Sell	-17	Closed	-$1.11K	–	689
2024 Q2	$1.11K	Buy	+17	New	+$1.04K	﹤0.01%	539

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Unique Wealth Strategies's ZM Position: Q2 2025 in Review

Unique Wealth Strategies sold out of Zoom (ZM) in Q2 2025, closing a stake of 7,375 shares — an estimated $544K sold.

Unique Wealth Strategies first reported a position in ZM in Q2 2024 and held it in 2 quarters. The position peaked at $544K in Q1 2025. 718 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Unique Wealth Strategies reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Unique Wealth Strategies sold 7,375 Zoom shares in Q2 2025, an estimated $544K.
Unique Wealth Strategies first reported a position in Zoom in Q2 2024 and held it in 2 quarters.
Unique Wealth Strategies's Zoom position peaked at $544K in Q1 2025.
718 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.