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Winnow Wealth’s Zoom ZM Stock Holding History

Winnow Wealth’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 		$809K Sell
10,068
-624
-6% -$52.3K 0.62% 59
2025
Q4 		$930K Sell
10,692
-462
-4% -$38.9K 0.69% 52
2025
Q3 		$926K Buy
+11,154
New +$870K 0.72% 58
2025
Q2 		– Sell
-10,823
Closed -$798K – 701
2025
Q1 		$798K Buy
10,823
+2,614
+32% +$208K 0.74% 48
2024
Q4 		$656K Buy
+8,209
New +$645K 0.65% 54

Other funds holding ZM

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $618B 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

Winnow Wealth's ZM Position: Q1 2026 in Review

Winnow Wealth reduced its Zoom (ZM) stake by 5.8% in Q1 2026, selling an estimated $52.3K and leaving 10,068 shares worth $809K. The position accounts for 0.62% of the portfolio, ranked #59.

Winnow Wealth first reported a position in ZM in Q4 2024 and has held it in 5 quarters since. The position peaked at $930K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Winnow Wealth held 10,068 shares of Zoom worth $809K as of Q1 2026.
  • Winnow Wealth sold 624 Zoom shares in Q1 2026, an estimated $52.3K.
  • Zoom made up 0.62% of Winnow Wealth's portfolio in Q1 2026, its #59 holding.
  • Winnow Wealth first reported a position in Zoom in Q4 2024 and has held it in 5 quarters since.
  • Winnow Wealth's Zoom position peaked at $930K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.