Zacks Investment Management’s Zoom ZM Stock Holding History

Zacks Investment 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
2026 Q1	$16.2M	Sell	200,942 -6,533	-3%	-$547K	0.13%	143
2025 Q4	$17.9M	Buy	207,475 +18,739	+10%	+$1.58M	0.14%	140
2025 Q3	$15.6M	Buy	188,736 +11,063	+6%	+$863K	0.12%	148
2025 Q2	$13.9M	Buy	177,673 +27,135	+18%	+$2.1M	0.12%	157
2025 Q1	$11.1M	Buy	150,538 +2,810	+2%	+$224K	0.1%	162
2024 Q4	$12.1M	Sell	147,728 -20,626	-12%	-$1.62M	0.11%	156
2024 Q3	$11.7M	Buy	168,354 +18,708	+13%	+$1.17M	0.1%	160
2024 Q2	$8.86M	Buy	149,646 +127,353	+571%	+$7.82M	0.1%	149
2024 Q1	$1.46M	Buy	22,293 +5,732	+35%	+$382K	0.02%	359
2023 Q4	$1.19M	Buy	+16,561	New	+$1.1M	0.01%	364
2022 Q3	–	Sell	-27,101	Closed	-$2.93M	–	667
2022 Q2	$2.93M	Buy	+27,101	New	+$2.86M	0.04%	220
2021 Q3	–	Sell	-15,573	Closed	-$6.03M	–	659
2021 Q2	$6.03M	Buy	+15,573	New	+$5.19M	0.1%	166
2021 Q1	–	Sell	-1,376	Closed	-$464K	–	589
2020 Q4	$464K	Sell	1,376 -4,250	-76%	-$1.89M	0.01%	426
2020 Q3	$2.65M	Buy	+5,626	New	+$1.8M	0.05%	186

Other funds holding ZM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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