Capital Advisors Ltd’s ZoomInfo Technologies GTM Stock Holding History

Capital Advisors Ltd’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	-37	Closed	–	–	1608
2026 Q1	$0	Sell	37 -6	-14%	-$44	﹤0.01%	1632
2025 Q4	$0	Hold	43	–	–	﹤0.01%	1604
2025 Q3	$0	Hold	43	–	–	﹤0.01%	1575
2025 Q2	$0	Buy	+43	New	+$398	﹤0.01%	1658
2025 Q1	–	Sell	-156	Closed	-$2K	–	1613
2024 Q4	$2K	Hold	156	–	–	﹤0.01%	1127
2024 Q3	$2K	Buy	156 +93	+148%	+$974	﹤0.01%	1121
2024 Q2	$1K	Sell	63 -408	-87%	-$5.71K	﹤0.01%	1323
2024 Q1	$8K	Buy	471 +414	+726%	+$6.74K	﹤0.01%	777
2023 Q4	$1K	Sell	57 -310	-84%	-$4.86K	﹤0.01%	1247
2023 Q3	$6K	Buy	+367	New	+$7.5K	﹤0.01%	792
2023 Q1	–	Sell	-44	Closed	-$1K	–	1598
2022 Q4	$1K	Buy	44 +6	+16%	+$207	﹤0.01%	1135
2022 Q3	$2K	Buy	+38	New	+$1.61K	﹤0.01%	924

Other funds holding GTM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Capital Advisors Ltd's GTM Position: Q2 2026 in Review

Capital Advisors Ltd sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 37 shares.

Capital Advisors Ltd first reported a position in GTM in Q3 2022 and held it in 12 quarters. The position peaked at $8K in Q1 2024. 25 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Capital Advisors Ltd reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
Capital Advisors Ltd sold 37 ZoomInfo Technologies shares in Q2 2026.
Capital Advisors Ltd first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 12 quarters.
Capital Advisors Ltd's ZoomInfo Technologies position peaked at $8K in Q1 2024.
25 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.