EPW
GTM

Evolve Private Wealth’s ZoomInfo Technologies GTM Stock Holding History

Evolve Private Wealth’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 		– Sell
-18,678
Closed -$190K – 1066
2025
Q4 		$190K Buy
+18,678
New +$192K 0.01% 875

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evolve Private Wealth's GTM Position: Q1 2026 in Review

Evolve Private Wealth sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 18,678 shares — an estimated $190K sold.

Evolve Private Wealth first reported a position in GTM in Q4 2025 and held it in 1 quarter. The position peaked at $190K in Q4 2025. 364 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Evolve Private Wealth reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 18,678 ZoomInfo Technologies shares in Q1 2026, an estimated $190K.
  • Evolve Private Wealth first reported a position in ZoomInfo Technologies in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's ZoomInfo Technologies position peaked at $190K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.