CAG
GTM

Crestwood Advisors Group’s ZoomInfo Technologies GTM Stock Holding History

Crestwood Advisors 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 		$46.2K Sell
15,754
-11,485
-42% -$51.6K ﹤0.01% 864
2026
Q1 		$163K Buy
27,239
+8,605
+46% +$63.3K ﹤0.01% 744
2025
Q4 		$190K Buy
18,634
+6,268
+51% +$64.5K ﹤0.01% 674
2025
Q3 		$135K Buy
12,366
+551
+5% +$5.91K ﹤0.01% 564
2025
Q2 		$120K Sell
11,815
-130
-1% -$1.2K ﹤0.01% 524
2025
Q1 		$119K Buy
11,945
+540
+5% +$5.66K ﹤0.01% 490
2024
Q4 		$120K Buy
11,405
+229
+2% +$2.45K ﹤0.01% 452
2024
Q3 		$115K Sell
11,176
-190
-2% -$1.99K ﹤0.01% 439
2024
Q2 		$145K Buy
11,366
+445
+4% +$6.22K ﹤0.01% 421
2024
Q1 		$175K Hold
10,921
– – ﹤0.01% 410
2023
Q4 		$202K Sell
10,921
-4,296
-28% -$67.4K ﹤0.01% 390
2023
Q3 		$250K Sell
15,217
-1,200
-7% -$24.5K 0.01% 315
2023
Q2 		$417K Sell
16,417
-1,905
-10% -$45.1K 0.01% 192
2023
Q1 		$453K Sell
18,322
-10,450
-36% -$268K 0.02% 191
2022
Q4 		$866K Sell
28,772
-164
-0.6% -$5.66K 0.03% 151
2022
Q3 		$1.21M Buy
+28,936
New +$1.23M 0.04% 131

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

Crestwood Advisors Group's GTM Position: Q2 2026 in Review

Crestwood Advisors Group reduced its ZoomInfo Technologies (GTM) stake by 42% in Q2 2026, selling an estimated $51.6K and leaving 15,754 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Crestwood Advisors Group first reported a position in GTM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q3 2022. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Crestwood Advisors Group held 15,754 shares of ZoomInfo Technologies worth $46.2K as of Q2 2026.
  • Crestwood Advisors Group sold 11,485 ZoomInfo Technologies shares in Q2 2026, an estimated $51.6K.
  • ZoomInfo Technologies made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #864 holding.
  • Crestwood Advisors Group first reported a position in ZoomInfo Technologies in Q3 2022 and has held it in 16 quarters since.
  • Crestwood Advisors Group's ZoomInfo Technologies position peaked at $1.21M in Q3 2022.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.