WAM
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WFA Asset Management’s Zoom ZM Stock Holding History

WFA Asset Management’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
-57
Closed -$3.37K – 212
2025
Q2 		$3.37K Buy
+57
New +$4.41K ﹤0.01% 185
2024
Q3 		– Sell
-57
Closed -$3.37K – 213
2024
Q2 		$3.37K Buy
+57
New +$3.5K ﹤0.01% 186
2024
Q1 		– Sell
-60
Closed -$4.32K – 265
2023
Q4 		$4.32K Hold
60
– – ﹤0.01% 195
2023
Q3 		$4.2K Hold
60
– – ﹤0.01% 199
2023
Q2 		$4.07K Hold
60
– – ﹤0.01% 206
2023
Q1 		$4.43K Hold
60
– – ﹤0.01% 203
2022
Q4 		$4.07K Hold
60
– – ﹤0.01% 187
2022
Q3 		$4.42K Hold
60
– – ﹤0.01% 197
2022
Q2 		$6.48K Buy
+60
New +$6.33K ﹤0.01% 166

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WFA Asset Management's ZM Position: Q3 2025 in Review

WFA Asset Management sold out of Zoom (ZM) in Q3 2025, closing a stake of 57 shares — an estimated $3.37K sold.

WFA Asset Management first reported a position in ZM in Q2 2022 and held it in 9 quarters. The position peaked at $6.48K in Q2 2022. 752 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • WFA Asset Management reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • WFA Asset Management sold 57 Zoom shares in Q3 2025, an estimated $3.37K.
  • WFA Asset Management first reported a position in Zoom in Q2 2022 and held it in 9 quarters.
  • WFA Asset Management's Zoom position peaked at $6.48K in Q2 2022.
  • 752 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.