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
Q1 		$3.15M Buy
534,664
+457,034
+589% +$3.36M ﹤0.01% 1031
2025
Q4 		$772K Buy
77,630
+47,815
+160% +$492K ﹤0.01% 2037
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 $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Corient Private Wealth's GTM Position: Q1 2026 in Review

Corient Private Wealth increased its ZoomInfo Technologies (GTM) stake by 589% in Q1 2026, buying an estimated $3.36M and bringing the position to 534,664 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Corient Private Wealth first reported a position in GTM in Q2 2025 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Corient Private Wealth held 534,664 shares of ZoomInfo Technologies worth $3.15M as of Q1 2026.
  • Corient Private Wealth bought 457,034 ZoomInfo Technologies shares in Q1 2026, an estimated $3.36M.
  • ZoomInfo Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1031 holding.
  • Corient Private Wealth first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 4 quarters since.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.