Carson Wealth (CWM LLC)
GTM

Carson Wealth (CWM LLC)’s ZoomInfo Technologies GTM Stock Holding History

Carson Wealth (CWM LLC)’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 		$1M Buy
168,046
+11,954
+8% +$87.9K ﹤0.01% 1535
2025
Q4 		$1.59M Sell
156,092
-49,314
-24% -$508K ﹤0.01% 1257
2025
Q3 		$2.24M Sell
205,406
-61,846
-23% -$663K 0.01% 1044
2025
Q2 		$2.71M Buy
267,252
+118,383
+80% +$1.1M 0.01% 833
2025
Q1 		$1.49M Buy
148,869
+145,436
+4,236% +$1.52M 0.01% 942
2024
Q4 		$36K Buy
3,433
+1,396
+69% +$14.9K ﹤0.01% 3042
2024
Q3 		$21K Buy
2,037
+948
+87% +$9.93K ﹤0.01% 3336
2024
Q2 		$14K Sell
1,089
-1,555
-59% -$21.8K ﹤0.01% 3362
2024
Q1 		$42K Buy
2,644
+865
+49% +$14.1K ﹤0.01% 2422
2023
Q4 		$33K Sell
1,779
-447
-20% -$7.01K ﹤0.01% 2452
2023
Q3 		$37K Sell
2,226
-196
-8% -$4.01K ﹤0.01% 2275
2023
Q2 		$61K Buy
2,422
+1,881
+348% +$44.5K ﹤0.01% 1849
2023
Q1 		$13K Sell
541
-122
-18% -$3.13K ﹤0.01% 2822
2022
Q4 		$20K Sell
663
-530
-44% -$18.3K ﹤0.01% 2392
2022
Q3 		$50K Buy
1,193
+863
+262% +$36.6K ﹤0.01% 1657
2022
Q2 		$11K Buy
330
+286
+650% +$12.6K ﹤0.01% 2542
2022
Q1 		$3K Buy
44
+7
+19% +$376 ﹤0.01% 3101
2021
Q4 		$2K Buy
+37
New +$2.48K ﹤0.01% 3206
2021
Q2 		$0 Hold
6
– – ﹤0.01% 3020
2021
Q1 		$0 Hold
6
– – ﹤0.01% 3018
2020
Q4 		$0 Hold
6
– – ﹤0.01% 3016
2020
Q3 		$0 Hold
6
– – ﹤0.01% 3015
2020
Q2 		$0 Buy
+6
New +$287 ﹤0.01% 3013

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 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 $552B AUM 44.19% 1-Year Est. Return
VPM
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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GTM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ZoomInfo Technologies (GTM) stake by 7.7% in Q1 2026, buying an estimated $87.9K and bringing the position to 168,046 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Carson Wealth (CWM LLC) first reported a position in GTM in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.71M in Q2 2025. 363 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 168,046 shares of ZoomInfo Technologies worth $1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,954 ZoomInfo Technologies shares in Q1 2026, an estimated $87.9K.
  • ZoomInfo Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1535 holding.
  • Carson Wealth (CWM LLC) first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s ZoomInfo Technologies position peaked at $2.71M in Q2 2025.
  • 363 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.