CFO
GTM

CVA Family Office’s ZoomInfo Technologies GTM Stock Holding History

CVA Family Office’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
-184
Closed -$1.1K – 1889
2026
Q1 		$1.1K Buy
+184
New +$1.35K ﹤0.01% 1636
2025
Q2 		– Sell
-45
Closed -$450 – 1475
2025
Q1 		$450 Buy
+45
New +$472 ﹤0.01% 1337
2024
Q3 		– Sell
-39
Closed -$498 – 1357
2024
Q2 		$498 Buy
+39
New +$546 ﹤0.01% 1208
2023
Q3 		– Sell
-100
Closed -$2.54K – 989
2023
Q2 		$2.54K Hold
100
– – ﹤0.01% 871
2023
Q1 		$2.47K Sell
100
-15
-13% -$385 ﹤0.01% 842
2022
Q4 		$3.46K Sell
115
-665
-85% -$23K ﹤0.01% 774
2022
Q3 		$32K Buy
780
+155
+25% +$6.58K 0.01% 458
2022
Q2 		$21K Buy
625
+565
+942% +$24.9K 0.01% 536
2022
Q1 		$4K Buy
+60
New +$3.22K ﹤0.01% 816

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

CVA Family Office's GTM Position: Q2 2026 in Review

CVA Family Office sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 184 shares — an estimated $1.1K sold.

CVA Family Office first reported a position in GTM in Q1 2022 and held it in 9 quarters. The position peaked at $32K in Q3 2022. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • CVA Family Office reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • CVA Family Office sold 184 ZoomInfo Technologies shares in Q2 2026, an estimated $1.1K.
  • CVA Family Office first reported a position in ZoomInfo Technologies in Q1 2022 and held it in 9 quarters.
  • CVA Family Office's ZoomInfo Technologies position peaked at $32K in Q3 2022.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.