VWM
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Valley Wealth Managers’s Zoom ZM Stock Holding History

Valley Wealth Managers’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
Q3 		– Sell
-2
Closed -$156 – 334
2025
Q2 		$156 Hold
2
– – ﹤0.01% 284
2025
Q1 		$148 Hold
2
– – ﹤0.01% 351
2024
Q4 		$163 Hold
2
– – ﹤0.01% 381
2024
Q3 		$139 Hold
2
– – ﹤0.01% 383
2024
Q2 		$118 Hold
2
– – ﹤0.01% 361
2024
Q1 		$131 Hold
2
– – ﹤0.01% 304
2023
Q4 		$144 Hold
2
– – ﹤0.01% 322
2023
Q3 		$140 Hold
2
– – ﹤0.01% 352
2023
Q2 		$136 Hold
2
– – ﹤0.01% 327
2023
Q1 		$148 Hold
2
– – ﹤0.01% 343
2022
Q4 		$135 Sell
2
-3
-60% -$228 ﹤0.01% 354
2022
Q3 		$0 Buy
5
+3
+150% +$286 ﹤0.01% 503
2022
Q2 		$0 Buy
+2
New +$211 ﹤0.01% 442

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Valley Wealth Managers's ZM Position: Q3 2025 in Review

Valley Wealth Managers sold out of Zoom (ZM) in Q3 2025, closing a stake of 2 shares — an estimated $156 sold.

Valley Wealth Managers first reported a position in ZM in Q2 2022 and held it in 13 quarters. The position peaked at $163 in Q4 2024. 754 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • Valley Wealth Managers reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 2 Zoom shares in Q3 2025, an estimated $156.
  • Valley Wealth Managers first reported a position in Zoom in Q2 2022 and held it in 13 quarters.
  • Valley Wealth Managers's Zoom position peaked at $163 in Q4 2024.
  • 754 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on Valley Wealth Managers's 13F filing for Q3 2025, filed 3 Nov 2025.