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Wright Investors Service’s Zoom ZM Stock Holding History

Wright Investors Service’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
-15,594
Closed -$1.35M – 165
2025
Q4 		$1.35M Sell
15,594
-46
-0.3% -$3.87K 0.4% 66
2025
Q3 		$1.29M Sell
15,640
-153
-1% -$11.9K 0.37% 67
2025
Q2 		$1.23M Buy
15,793
+75
+0.5% +$5.8K 0.37% 65
2025
Q1 		$1.16M Sell
15,718
-121
-0.8% -$9.64K 0.38% 64
2024
Q4 		$1.29M Buy
15,839
+102
+0.6% +$8.02K 0.42% 64
2024
Q3 		$1.1M Buy
+15,737
New +$984K 0.29% 93

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 $3.37T AUM 44.26% 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

Wright Investors Service's ZM Position: Q1 2026 in Review

Wright Investors Service sold out of Zoom (ZM) in Q1 2026, closing a stake of 15,594 shares — an estimated $1.35M sold.

Wright Investors Service first reported a position in ZM in Q3 2024 and held it in 6 quarters. The position peaked at $1.35M in Q4 2025. 819 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Wright Investors Service reported no remaining Zoom position as of Q1 2026 after selling out during the quarter.
  • Wright Investors Service sold 15,594 Zoom shares in Q1 2026, an estimated $1.35M.
  • Wright Investors Service first reported a position in Zoom in Q3 2024 and held it in 6 quarters.
  • Wright Investors Service's Zoom position peaked at $1.35M in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.