EWA
GTM

EverSource Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

EverSource Wealth Advisors’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 		$40K Sell
6,685
-3,286
-33% -$24.2K ﹤0.01% 2059
2025
Q4 		$101K Sell
9,971
-1,453
-13% -$15K ﹤0.01% 1302
2025
Q3 		$125K Sell
11,424
-3,298
-22% -$35.4K ﹤0.01% 1162
2025
Q2 		$149K Buy
14,722
+12,284
+504% +$114K 0.01% 1001
2025
Q1 		$24.4K Buy
2,438
+2,259
+1,262% +$23.7K ﹤0.01% 1589
2024
Q4 		$1.88K Buy
179
+77
+75% +$823 ﹤0.01% 2734
2024
Q3 		$1.05K Buy
102
+18
+21% +$188 ﹤0.01% 2717
2024
Q2 		$954 Sell
84
-525
-86% -$7.34K ﹤0.01% 2752
2024
Q1 		$9.66K Sell
609
-338
-36% -$5.5K ﹤0.01% 1704
2023
Q4 		$17.5K Buy
947
+775
+451% +$12.2K ﹤0.01% 1297
2023
Q3 		$2.82K Buy
172
+151
+719% +$3.09K ﹤0.01% 1904
2023
Q2 		$533 Sell
21
-391
-95% -$9.26K ﹤0.01% 2341
2023
Q1 		$10.2K Buy
412
+261
+173% +$6.7K ﹤0.01% 1347
2022
Q4 		$4.55K Hold
151
– – ﹤0.01% 1648
2022
Q3 		$6K Buy
+151
New +$6.41K ﹤0.01% 1331

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

EverSource Wealth Advisors's GTM Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its ZoomInfo Technologies (GTM) stake by 33% in Q1 2026, selling an estimated $24.2K and leaving 6,685 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

EverSource Wealth Advisors first reported a position in GTM in Q3 2022 and has held it in 15 quarters since. The position peaked at $149K in Q2 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • EverSource Wealth Advisors held 6,685 shares of ZoomInfo Technologies worth $40K as of Q1 2026.
  • EverSource Wealth Advisors sold 3,286 ZoomInfo Technologies shares in Q1 2026, an estimated $24.2K.
  • ZoomInfo Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2059 holding.
  • EverSource Wealth Advisors first reported a position in ZoomInfo Technologies in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's ZoomInfo Technologies position peaked at $149K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.