EWM
GTM

Empirical Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Empirical Wealth Management’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
-34,773
Closed -$208K – 1112
2026
Q1 		$208K Buy
+34,773
New +$256K ﹤0.01% 935

Other funds holding GTM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Empirical Wealth Management's GTM Position: Q2 2026 in Review

Empirical Wealth Management sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 34,773 shares — an estimated $208K sold.

Empirical Wealth Management first reported a position in GTM in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 90 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Empirical Wealth Management reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 34,773 ZoomInfo Technologies shares in Q2 2026, an estimated $208K.
  • Empirical Wealth Management first reported a position in ZoomInfo Technologies in Q1 2026 and held it in 1 quarter.
  • Empirical Wealth Management's ZoomInfo Technologies position peaked at $208K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.