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Allworth Financial’s ZoomInfo Technologies GTM Stock Holding History

Allworth Financial’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 		$32.6K Sell
11,142
-1,515
-12% -$6.81K ﹤0.01% 2829
2026
Q1 		$75.7K Buy
12,657
+8,722
+222% +$64.1K ﹤0.01% 2034
2025
Q4 		$40K Buy
3,935
+250
+7% +$2.57K ﹤0.01% 2339
2025
Q3 		$40.2K Buy
3,685
+358
+11% +$3.84K ﹤0.01% 2246
2025
Q2 		$33.7K Buy
3,327
+3,019
+980% +$27.9K ﹤0.01% 2191
2025
Q1 		$2.69K Sell
308
-1,817
-86% -$19.1K ﹤0.01% 3080
2024
Q4 		$21K Buy
2,125
+137
+7% +$1.46K ﹤0.01% 2060
2024
Q3 		$20.5K Buy
1,988
+1,580
+387% +$16.5K ﹤0.01% 1899
2024
Q2 		$4.67K Sell
408
-122
-23% -$1.71K ﹤0.01% 2556
2024
Q1 		$8.5K Sell
530
-1,442
-73% -$23.5K ﹤0.01% 2172
2023
Q4 		$36.5K Buy
1,972
+481
+32% +$7.54K ﹤0.01% 1319
2023
Q3 		$24.5K Buy
1,491
+730
+96% +$14.9K ﹤0.01% 1403
2023
Q2 		$19.3K Buy
761
+47
+7% +$1.11K ﹤0.01% 1561
2023
Q1 		$17.6K Sell
714
-31
-4% -$796 ﹤0.01% 1533
2022
Q4 		$22.4K Buy
745
+473
+174% +$16.3K ﹤0.01% 1309
2022
Q3 		$11K Buy
272
+158
+139% +$6.71K ﹤0.01% 1642
2022
Q2 		$4K Hold
114
– – ﹤0.01% 1853
2022
Q1 		$7K Buy
+114
New +$6.12K ﹤0.01% 1574

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 $3.38T AUM 44.17% 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

Allworth Financial's GTM Position: Q2 2026 in Review

Allworth Financial reduced its ZoomInfo Technologies (GTM) stake by 12% in Q2 2026, selling an estimated $6.81K and leaving 11,142 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

Allworth Financial first reported a position in GTM in Q1 2022 and has held it in 18 quarters since. The position peaked at $75.7K in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Allworth Financial held 11,142 shares of ZoomInfo Technologies worth $32.6K as of Q2 2026.
  • Allworth Financial sold 1,515 ZoomInfo Technologies shares in Q2 2026, an estimated $6.81K.
  • ZoomInfo Technologies made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2829 holding.
  • Allworth Financial first reported a position in ZoomInfo Technologies in Q1 2022 and has held it in 18 quarters since.
  • Allworth Financial's ZoomInfo Technologies position peaked at $75.7K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.