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Zoom Video Communications In cl a shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Zoom Video Communications In cl a (ZM) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Zoom Video Communications In cl a

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All positions including Zoom Video Communications In cl a held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zoom Video Communications In cl a by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 16k 82.50
2025-06-30 $1.2M 15k 77.98
2025-03-31 $1.5M 20k 73.77
2024-12-31 $552k 6.8k 81.61

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Nike CL B (NKE)

View all positions for Circle Wealth Management

Top funds holding Zoom Video Communications In cl a

Vanguard Group
BlackRock
FMR
AQR Capital Management
State Street Corporation
Acadian Asset Management
Jpmorgan Chase & Co
Geode Capital Management
Susquehanna International
T. Rowe Price Investment Management
UBS Group
Renaissance Technologies
Fil
Citadel Advisors
Qube Research & Technologies

View all funds holding Zoom Video Communications In cl a