AWA
GTM

Aaron Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Aaron Wealth Advisors’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-35,685
Closed -$213K – 773
2026
Q1 		$213K Buy
+35,685
New +$262K 0.01% 659
2025
Q4 		– Sell
-32,191
Closed -$351K – 724
2025
Q3 		$351K Buy
+32,191
New +$345K 0.02% 496

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aaron Wealth Advisors's GTM Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 35,685 shares — an estimated $213K sold.

Aaron Wealth Advisors first reported a position in GTM in Q3 2025 and held it in 2 quarters. The position peaked at $351K in Q3 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 35,685 ZoomInfo Technologies shares in Q2 2026, an estimated $213K.
  • Aaron Wealth Advisors first reported a position in ZoomInfo Technologies in Q3 2025 and held it in 2 quarters.
  • Aaron Wealth Advisors's ZoomInfo Technologies position peaked at $351K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.