Corient Private Wealth
GTM

Corient Private Wealth’s ZoomInfo Technologies GTM Stock Holding History

Corient Private Wealth’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 		$418K Sell
142,550
-392,114
-73% -$1.76M ﹤0.01% 2359
2026
Q1 		$3.15M Buy
534,664
+496,711
+1,309% +$3.65M ﹤0.01% 1031
2025
Q4 		$386K Buy
37,953
+8,138
+27% +$83.8K ﹤0.01% 2013
2025
Q3 		$325K Buy
29,815
+15,569
+109% +$167K ﹤0.01% 2072
2025
Q2 		$144K Buy
+14,246
New +$132K ﹤0.01% 2283

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

Corient Private Wealth's GTM Position: Q2 2026 in Review

Corient Private Wealth reduced its ZoomInfo Technologies (GTM) stake by 73% in Q2 2026, selling an estimated $1.76M and leaving 142,550 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Corient Private Wealth first reported a position in GTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.15M in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Corient Private Wealth held 142,550 shares of ZoomInfo Technologies worth $418K as of Q2 2026.
  • Corient Private Wealth sold 392,114 ZoomInfo Technologies shares in Q2 2026, an estimated $1.76M.
  • ZoomInfo Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2359 holding.
  • Corient Private Wealth first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's ZoomInfo Technologies position peaked at $3.15M in Q1 2026.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.