CA
GTM

Clearstead Advisors’s ZoomInfo Technologies GTM Stock Holding History

Clearstead 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 		$15.5K Buy
+5,279
New +$23.7K ﹤0.01% 1863
2026
Q1 		– Sell
-1,037
Closed -$10.5K – 2871
2025
Q4 		$10.5K Sell
1,037
-5,037
-83% -$51.9K ﹤0.01% 1869
2025
Q3 		$66.3K Sell
6,074
-403
-6% -$4.32K ﹤0.01% 1181
2025
Q2 		$65.5K Buy
6,477
+3,459
+115% +$32K ﹤0.01% 1198
2025
Q1 		$30.2K Buy
3,018
+2,756
+1,052% +$28.9K ﹤0.01% 1299
2024
Q4 		$2.75K Buy
+262
New +$2.8K ﹤0.01% 1807

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

Clearstead Advisors's GTM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 5,279 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #1863 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in GTM as recently as Q4 2025.

Clearstead Advisors first reported a position in GTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $66.3K in Q3 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Clearstead Advisors held 5,279 shares of ZoomInfo Technologies worth $15.5K as of Q2 2026.
  • ZoomInfo Technologies was a new Clearstead Advisors position in Q2 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1863 holding.
  • Clearstead Advisors first reported a position in ZoomInfo Technologies in Q4 2024 and has held it in 6 quarters since.
  • Clearstead Advisors's ZoomInfo Technologies position peaked at $66.3K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.