BWA
GTM

Basecamp Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Basecamp 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 		$706 Sell
241
-222
-48% -$998 ﹤0.01% 1585
2026
Q1 		$2.77K Sell
463
-526
-53% -$3.87K ﹤0.01% 1325
2025
Q4 		$10.1K Buy
+989
New +$10.2K ﹤0.01% 961

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

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

Basecamp Wealth Advisors reduced its ZoomInfo Technologies (GTM) stake by 48% in Q2 2026, selling an estimated $998 and leaving 241 shares worth $706. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Basecamp Wealth Advisors first reported a position in GTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q4 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Basecamp Wealth Advisors held 241 shares of ZoomInfo Technologies worth $706 as of Q2 2026.
  • Basecamp Wealth Advisors sold 222 ZoomInfo Technologies shares in Q2 2026, an estimated $998.
  • ZoomInfo Technologies made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1585 holding.
  • Basecamp Wealth Advisors first reported a position in ZoomInfo Technologies in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's ZoomInfo Technologies position peaked at $10.1K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.