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CBIZ Investment Advisory Services’s ZoomInfo Technologies GTM Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-105
Closed -$1.07K – 759
2025
Q4 		$1.07K Buy
+105
New +$1.08K ﹤0.01% 709

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 $2.3T AUM 54.33% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CBIZ Investment Advisory Services's GTM Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 105 shares — an estimated $1.07K sold.

CBIZ Investment Advisory Services first reported a position in GTM in Q4 2025 and held it in 1 quarter. The position peaked at $1.07K in Q4 2025. 364 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 105 ZoomInfo Technologies shares in Q1 2026, an estimated $1.07K.
  • CBIZ Investment Advisory Services first reported a position in ZoomInfo Technologies in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's ZoomInfo Technologies position peaked at $1.07K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.