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Vestmark Advisory Solutions’s Zoom ZM Stock Holding History

Vestmark Advisory Solutions’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
Q1 		– Sell
-24,493
Closed -$1.6M – 678
2024
Q4 		$1.6M Buy
+24,493
New +$1.93M 0.06% 282
2024
Q3 		– Sell
-33,109
Closed -$1.96M – 595
2024
Q2 		$1.96M Sell
33,109
-121,682
-79% -$7.47M 0.08% 242
2024
Q1 		$10.1M Sell
154,791
-59,925
-28% -$3.99M 0.44% 48
2023
Q4 		$15.4M Buy
+214,716
New +$14.2M 0.78% 28

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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

Vestmark Advisory Solutions's ZM Position: Q1 2025 in Review

Vestmark Advisory Solutions sold out of Zoom (ZM) in Q1 2025, closing a stake of 24,493 shares — an estimated $1.6M sold.

Vestmark Advisory Solutions first reported a position in ZM in Q4 2023 and held it in 4 quarters. The position peaked at $15.4M in Q4 2023. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Vestmark Advisory Solutions reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 24,493 Zoom shares in Q1 2025, an estimated $1.6M.
  • Vestmark Advisory Solutions first reported a position in Zoom in Q4 2023 and held it in 4 quarters.
  • Vestmark Advisory Solutions's Zoom position peaked at $15.4M in Q4 2023.
  • 713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2025, filed 13 May 2025.