CPIG
GTM

Chicago Partners Investment Group’s ZoomInfo Technologies GTM Stock Holding History

Chicago Partners Investment Group’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 		$47.4K Sell
16,465
-67,853
-80% -$305K ﹤0.01% 1515
2026
Q1 		$536K Buy
84,318
+65,190
+341% +$479K 0.01% 846
2025
Q4 		$169K Sell
19,128
-5,705
-23% -$58.7K ﹤0.01% 1246
2025
Q3 		$280K Buy
24,833
+6,513
+36% +$69.8K 0.01% 990
2025
Q2 		$202K Buy
+18,320
New +$170K 0.01% 1045

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Chicago Partners Investment Group's GTM Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its ZoomInfo Technologies (GTM) stake by 80% in Q2 2026, selling an estimated $305K and leaving 16,465 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Chicago Partners Investment Group first reported a position in GTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $536K in Q1 2026. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Chicago Partners Investment Group held 16,465 shares of ZoomInfo Technologies worth $47.4K as of Q2 2026.
  • Chicago Partners Investment Group sold 67,853 ZoomInfo Technologies shares in Q2 2026, an estimated $305K.
  • ZoomInfo Technologies made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1515 holding.
  • Chicago Partners Investment Group first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 5 quarters since.
  • Chicago Partners Investment Group's ZoomInfo Technologies position peaked at $536K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.