WFI
ZM icon

West Family Investments’s Zoom ZM Stock Holding History

West Family Investments’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
-3,281
Closed -$283K – 365
2025
Q4 		$283K Buy
3,281
+473
+17% +$39.8K 0.07% 269
2025
Q3 		$232K Buy
+2,808
New +$219K 0.05% 322
2024
Q1 		– Sell
-16,355
Closed -$1.14M – 274
2023
Q4 		$1.14M Hold
16,355
– – 0.39% 53
2023
Q3 		$1.14M Hold
16,355
– – 0.4% 53
2023
Q2 		$1.11M Buy
16,355
+28
+0.2% +$1.87K 0.43% 53
2023
Q1 		$1.21M Buy
16,327
+327
+2% +$23.6K 0.48% 51
2022
Q4 		$1.08M Sell
16,000
-45
-0.3% -$3.42K 0.37% 56
2022
Q3 		$1.18M Sell
16,045
-2,277
-12% -$217K 0.5% 43
2022
Q2 		$1.98M Buy
18,322
+1,700
+10% +$179K 0.78% 26
2022
Q1 		$1.95M Buy
16,622
+15,524
+1,414% +$2.11M 0.55% 34
2021
Q4 		$202K Buy
+1,098
New +$258K 0.06% 302
2021
Q3 		– Sell
-1,031
Closed -$399K – 393
2021
Q2 		$399K Buy
+1,031
New +$343K 0.11% 172

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