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Wealthspire Advisors (New York)’s Zoom ZM Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-2,651
Closed -$229K – 1116
2025
Q4 		$229K Buy
2,651
+1,689
+176% +$142K ﹤0.01% 913
2025
Q3 		$79.4K Buy
+962
New +$75.1K ﹤0.01% 1083

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s ZM Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Zoom (ZM) in Q1 2026, closing a stake of 2,651 shares — an estimated $229K sold.

Wealthspire Advisors (New York) first reported a position in ZM in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 820 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,651 Zoom shares in Q1 2026, an estimated $229K.
  • Wealthspire Advisors (New York) first reported a position in Zoom in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Zoom position peaked at $229K in Q4 2025.
  • 820 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.