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Verdence Capital Advisors’s Zoom ZM Stock Holding History

Verdence Capital 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
2025
Q4 		– Sell
-3,989
Closed -$340K – 720
2025
Q3 		$340K Buy
+3,989
New +$311K 0.02% 560
2021
Q1 		– Sell
-673
Closed -$227K – 451
2020
Q4 		$227K Sell
673
-1,000
-60% -$446K 0.04% 360
2020
Q3 		$786K Sell
1,673
-235
-12% -$75.2K 0.18% 132
2020
Q2 		$484K Buy
1,908
+10
+0.5% +$1.8K 0.12% 180
2020
Q1 		$277K Buy
+1,898
New +$187K 0.08% 218

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Verdence Capital Advisors's ZM Position: Q4 2025 in Review

Verdence Capital Advisors sold out of Zoom (ZM) in Q4 2025, closing a stake of 3,989 shares — an estimated $340K sold.

Verdence Capital Advisors first reported a position in ZM in Q1 2020 and held it in 5 quarters. The position peaked at $786K in Q3 2020. 823 funds tracked by Wall St. Rank hold ZM as of Q4 2025.

  • Verdence Capital Advisors reported no remaining Zoom position as of Q4 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 3,989 Zoom shares in Q4 2025, an estimated $340K.
  • Verdence Capital Advisors first reported a position in Zoom in Q1 2020 and held it in 5 quarters.
  • Verdence Capital Advisors's Zoom position peaked at $786K in Q3 2020.
  • 823 funds tracked by Wall St. Rank held Zoom as of Q4 2025.

Based on Verdence Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.