WEG
ZM icon

World Equity Group’s Zoom ZM Stock Holding History

World Equity Group’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
-2,595
Closed -$212K – 393
2024
Q4 		$212K Buy
+2,595
New +$204K 0.05% 337
2023
Q4 		– Sell
-2,969
Closed -$208K – 376
2023
Q3 		$208K Sell
2,969
-55
-2% -$3.82K 0.04% 321
2023
Q2 		$205K Buy
+3,024
New +$202K 0.06% 298
2023
Q1 		– Sell
-4,584
Closed -$311K – 596
2022
Q4 		$311K Sell
4,584
-150
-3% -$11.4K 0.07% 246
2022
Q3 		$348K Sell
4,734
-1,280
-21% -$122K 0.09% 217
2022
Q2 		$649K Buy
6,014
+1,480
+33% +$156K 0.16% 148
2022
Q1 		$532K Buy
+4,534
New +$617K 0.11% 199

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 $3.38T AUM 44.17% 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

World Equity Group's ZM Position: Q1 2025 in Review

World Equity Group sold out of Zoom (ZM) in Q1 2025, closing a stake of 2,595 shares — an estimated $212K sold.

World Equity Group first reported a position in ZM in Q1 2022 and held it in 7 quarters. The position peaked at $649K in Q2 2022. 714 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • World Equity Group reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 2,595 Zoom shares in Q1 2025, an estimated $212K.
  • World Equity Group first reported a position in Zoom in Q1 2022 and held it in 7 quarters.
  • World Equity Group's Zoom position peaked at $649K in Q2 2022.
  • 714 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.