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
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 $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

Crestwood Advisors Group's GTM Position: Q1 2026 in Review

Crestwood Advisors Group increased its ZoomInfo Technologies (GTM) stake by 46% in Q1 2026, buying an estimated $63.3K and bringing the position to 27,239 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Crestwood Advisors Group first reported a position in GTM in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q3 2022. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Crestwood Advisors Group held 27,239 shares of ZoomInfo Technologies worth $163K as of Q1 2026.
  • Crestwood Advisors Group bought 8,605 ZoomInfo Technologies shares in Q1 2026, an estimated $63.3K.
  • ZoomInfo Technologies made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #744 holding.
  • Crestwood Advisors Group first reported a position in ZoomInfo Technologies in Q3 2022 and has held it in 15 quarters since.
  • Crestwood Advisors Group's ZoomInfo Technologies position peaked at $1.21M in Q3 2022.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.