Focus Partners Advisor Solutions’s ZoomInfo Technologies GTM Stock Holding History

Focus Partners Advisor Solutions’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	$80.1K	Sell	27,335 -2,925	-10%	-$13.1K	﹤0.01%	1216
2026 Q1	$181K	Buy	30,260 +14,034	+86%	+$103K	﹤0.01%	1169
2025 Q4	$165K	Sell	16,226 -24,116	-60%	-$248K	﹤0.01%	1041
2025 Q3	$429K	Sell	40,342 -13,243	-25%	-$142K	﹤0.01%	785
2025 Q2	$542K	Buy	53,585 +25,946	+94%	+$240K	0.01%	644
2025 Q1	$276K	Buy	+27,639	New	+$290K	﹤0.01%	789

Other funds holding GTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Advisor Solutions's GTM Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its ZoomInfo Technologies (GTM) stake by 9.7% in Q2 2026, selling an estimated $13.1K and leaving 27,335 shares worth $80.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Focus Partners Advisor Solutions first reported a position in GTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $542K in Q2 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Focus Partners Advisor Solutions held 27,335 shares of ZoomInfo Technologies worth $80.1K as of Q2 2026.
Focus Partners Advisor Solutions sold 2,925 ZoomInfo Technologies shares in Q2 2026, an estimated $13.1K.
ZoomInfo Technologies made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1216 holding.
Focus Partners Advisor Solutions first reported a position in ZoomInfo Technologies in Q1 2025 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's ZoomInfo Technologies position peaked at $542K in Q2 2025.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.