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GTM

Bell Investment Advisors’s ZoomInfo Technologies GTM Stock Holding History

Bell Investment 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
-960
Closed -$5.74K – 1922
2026
Q1 		$5.74K Buy
960
+897
+1,424% +$6.6K ﹤0.01% 905
2025
Q4 		$641 Hold
63
– – ﹤0.01% 1660
2025
Q3 		$688 Sell
63
-96
-60% -$1.03K ﹤0.01% 1657
2025
Q2 		$1.61K Sell
159
-301
-65% -$2.79K ﹤0.01% 1432
2025
Q1 		$4.6K Buy
460
+97
+27% +$1.02K ﹤0.01% 954
2024
Q4 		$3.82K Buy
363
+160
+79% +$1.71K ﹤0.01% 1057
2024
Q3 		$2.1K Sell
203
-172
-46% -$1.8K ﹤0.01% 1337
2024
Q2 		$4.79K Sell
375
-50
-12% -$699 ﹤0.01% 943
2024
Q1 		$6.81K Buy
425
+306
+257% +$4.98K ﹤0.01% 756
2023
Q4 		$2.2K Sell
119
-258
-68% -$4.04K ﹤0.01% 1290
2023
Q3 		$6.18K Buy
377
+160
+74% +$3.27K ﹤0.01% 701
2023
Q2 		$5.51K Sell
217
-87
-29% -$2.06K ﹤0.01% 773
2023
Q1 		$7.51K Buy
304
+270
+794% +$6.93K ﹤0.01% 590
2022
Q4 		$1.02K Sell
34
-109
-76% -$3.76K ﹤0.01% 1579
2022
Q3 		$6K Buy
143
+90
+170% +$3.82K ﹤0.01% 633
2022
Q2 		$2K Buy
+53
New +$2.34K ﹤0.01% 1264
2021
Q4 		$3K Buy
40
+32
+400% +$2.14K ﹤0.01% 1054
2021
Q3 		$0 Buy
+8
New +$478 ﹤0.01% 1843

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

Bell Investment Advisors's GTM Position: Q2 2026 in Review

Bell Investment Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 960 shares — an estimated $5.74K sold.

Bell Investment Advisors first reported a position in GTM in Q3 2021 and held it in 18 quarters. The position peaked at $7.51K in Q1 2023. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Bell Investment Advisors reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 960 ZoomInfo Technologies shares in Q2 2026, an estimated $5.74K.
  • Bell Investment Advisors first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 18 quarters.
  • Bell Investment Advisors's ZoomInfo Technologies position peaked at $7.51K in Q1 2023.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.