Cary Street Partners Investment Advisory’s ZoomInfo Technologies GTM Stock Holding History

Cary Street Partners Investment Advisory’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	$1.72K	Buy	+587	New	+$2.64K	﹤0.01%	732
2023 Q4	–	Sell	-466	Closed	-$7.64K	–	1821
2023 Q3	$7.64K	Buy	466 +256	+122%	+$5.23K	﹤0.01%	1362
2023 Q2	$5.33K	Buy	+210	New	+$4.97K	﹤0.01%	1396

Other funds holding GTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's GTM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 587 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in GTM as recently as Q3 2023.

Cary Street Partners Investment Advisory first reported a position in GTM in Q2 2023 and has held it in 3 quarters since. The position peaked at $7.64K in Q3 2023. 124 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Cary Street Partners Investment Advisory held 587 shares of ZoomInfo Technologies worth $1.72K as of Q2 2026.
ZoomInfo Technologies was a new Cary Street Partners Investment Advisory position in Q2 2026.
ZoomInfo Technologies made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #732 holding.
Cary Street Partners Investment Advisory first reported a position in ZoomInfo Technologies in Q2 2023 and has held it in 3 quarters since.
Cary Street Partners Investment Advisory's ZoomInfo Technologies position peaked at $7.64K in Q3 2023.
124 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.