CWA
GTM

CM Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

CM Wealth 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 		– Sell
-30,101
Closed -$180K – 203
2026
Q1 		$180K Buy
+30,101
New +$221K 0.04% 143

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

CM Wealth Advisors's GTM Position: Q2 2026 in Review

CM Wealth Advisors sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 30,101 shares — an estimated $180K sold.

CM Wealth Advisors first reported a position in GTM in Q1 2026 and held it in 1 quarter. The position peaked at $180K in Q1 2026. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • CM Wealth Advisors reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • CM Wealth Advisors sold 30,101 ZoomInfo Technologies shares in Q2 2026, an estimated $180K.
  • CM Wealth Advisors first reported a position in ZoomInfo Technologies in Q1 2026 and held it in 1 quarter.
  • CM Wealth Advisors's ZoomInfo Technologies position peaked at $180K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.