Cedar Mountain Advisors’s ZoomInfo Technologies GTM Stock Holding History

Cedar Mountain 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	$431	Hold	147	–	–	﹤0.01%	1067
2026 Q1	$879	Hold	147	–	–	﹤0.01%	930
2025 Q4	$1.5K	Hold	147	–	–	﹤0.01%	437
2025 Q3	$1.6K	Hold	147	–	–	﹤0.01%	447
2025 Q2	$1.49K	Hold	147	–	–	﹤0.01%	313
2025 Q1	$1.47K	Hold	147	–	–	﹤0.01%	298
2024 Q4	$1.54K	Hold	147	–	–	﹤0.01%	319
2024 Q3	$1.52K	Hold	147	–	–	﹤0.01%	291
2024 Q2	$1.88K	Hold	147	–	–	﹤0.01%	278
2024 Q1	$2.36K	Hold	147	–	–	﹤0.01%	272
2023 Q4	$2.72K	Hold	147	–	–	﹤0.01%	248
2023 Q3	$2.41K	Hold	147	–	–	﹤0.01%	247
2023 Q2	$3.73K	Hold	147	–	–	﹤0.01%	224
2023 Q1	$3.63K	Hold	147	–	–	﹤0.01%	224
2022 Q4	$4.43K	Hold	147	–	–	﹤0.01%	216
2022 Q3	$6K	Hold	147	–	–	﹤0.01%	205
2022 Q2	$5K	Hold	147	–	–	﹤0.01%	221
2022 Q1	$9K	Hold	147	–	–	﹤0.01%	188
2021 Q4	$9K	Hold	147	–	–	﹤0.01%	191
2021 Q3	$9K	Hold	147	–	–	﹤0.01%	183
2021 Q2	$8K	Hold	147	–	–	﹤0.01%	185
2021 Q1	$7K	Hold	147	–	–	﹤0.01%	201
2020 Q4	$7K	Hold	147	–	–	﹤0.01%	197
2020 Q3	$6K	Hold	147	–	–	﹤0.01%	184
2020 Q2	$8K	Buy	+147	New	+$7.03K	﹤0.01%	166

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

Cedar Mountain Advisors's GTM Position: Q2 2026 in Review

Cedar Mountain Advisors held its ZoomInfo Technologies (GTM) position steady in Q2 2026 at 147 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Cedar Mountain Advisors first reported a position in GTM in Q2 2020 and has held it in 25 quarters since. The position peaked at $9K in Q1 2022. 26 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Cedar Mountain Advisors held 147 shares of ZoomInfo Technologies worth $431 as of Q2 2026.
Cedar Mountain Advisors left its ZoomInfo Technologies share count unchanged in Q2 2026.
ZoomInfo Technologies made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1067 holding.
Cedar Mountain Advisors first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 25 quarters since.
Cedar Mountain Advisors's ZoomInfo Technologies position peaked at $9K in Q1 2022.
26 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.