BHWM
GTM

Bay Harbor Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Bay Harbor Wealth Management’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
-3
Closed -$17 – 1351
2026
Q1 		$17 Sell
3
-4
-57% -$29 ﹤0.01% 1291
2025
Q4 		$71 Buy
7
+2
+40% +$21 ﹤0.01% 1235
2025
Q3 		$54 Buy
+5
New +$54 ﹤0.01% 1235

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

Bay Harbor Wealth Management's GTM Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 3 shares — an estimated $17 sold.

Bay Harbor Wealth Management first reported a position in GTM in Q3 2025 and held it in 3 quarters. The position peaked at $71 in Q4 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 3 ZoomInfo Technologies shares in Q2 2026, an estimated $17.
  • Bay Harbor Wealth Management first reported a position in ZoomInfo Technologies in Q3 2025 and held it in 3 quarters.
  • Bay Harbor Wealth Management's ZoomInfo Technologies position peaked at $71 in Q4 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.