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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
Q2 		$38.5K Buy
13,136
+6,451
+96% +$29K ﹤0.01% 1944
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 $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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's GTM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its ZoomInfo Technologies (GTM) stake by 96% in Q2 2026, buying an estimated $29K and bringing the position to 13,136 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

EverSource Wealth Advisors first reported a position in GTM in Q3 2022 and has held it in 16 quarters since. The position peaked at $149K in Q2 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • EverSource Wealth Advisors held 13,136 shares of ZoomInfo Technologies worth $38.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 6,451 ZoomInfo Technologies shares in Q2 2026, an estimated $29K.
  • ZoomInfo Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1944 holding.
  • EverSource Wealth Advisors first reported a position in ZoomInfo Technologies in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's ZoomInfo Technologies position peaked at $149K in Q2 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.