ACA
GTM

Atlas Capital Advisors’s ZoomInfo Technologies GTM Stock Holding History

Atlas Capital 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
Q1 		– Sell
-923
Closed -$9.39K – 1037
2025
Q4 		$9.39K Buy
+923
New +$9.5K ﹤0.01% 764

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Atlas Capital Advisors's GTM Position: Q1 2026 in Review

Atlas Capital Advisors sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 923 shares — an estimated $9.39K sold.

Atlas Capital Advisors first reported a position in GTM in Q4 2025 and held it in 1 quarter. The position peaked at $9.39K in Q4 2025. 362 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Atlas Capital Advisors reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
  • Atlas Capital Advisors sold 923 ZoomInfo Technologies shares in Q1 2026, an estimated $9.39K.
  • Atlas Capital Advisors first reported a position in ZoomInfo Technologies in Q4 2025 and held it in 1 quarter.
  • Atlas Capital Advisors's ZoomInfo Technologies position peaked at $9.39K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.