UCFA
ZM icon

United Capital Financial Advisors’s Zoom ZM Stock Holding History

United Capital Financial 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 		$371K Buy
4,612
+1,018
+28% +$85.3K ﹤0.01% 1224
2025
Q4 		$310K Buy
+3,594
New +$303K ﹤0.01% 1151
2022
Q1 		– Sell
-1,864
Closed -$343K – 1238
2021
Q4 		$343K Sell
1,864
-81
-4% -$19K ﹤0.01% 980
2021
Q3 		$509K Sell
1,945
-2,917
-60% -$983K ﹤0.01% 852
2021
Q2 		$1.88M Buy
4,862
+254
+6% +$84.6K 0.01% 552
2021
Q1 		$1.48M Buy
4,608
+92
+2% +$33.9K 0.01% 571
2020
Q4 		$1.52M Buy
4,516
+2,514
+126% +$1.12M 0.01% 567
2020
Q3 		$941K Buy
2,002
+371
+23% +$119K 0.01% 679
2020
Q2 		$414K Buy
1,631
+249
+18% +$44.8K ﹤0.01% 929
2020
Q1 		$202K Buy
+1,382
New +$136K ﹤0.01% 1071

Other funds holding ZM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return