Focus Partners Wealth
GTM

Focus Partners Wealth’s ZoomInfo Technologies GTM Stock Holding History

Focus Partners 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 		$1.27M Buy
209,090
+148,614
+246% +$1.09M ﹤0.01% 1512
2025
Q4 		$615K Buy
60,476
+17,935
+42% +$185K ﹤0.01% 1860
2025
Q3 		$464K Buy
42,541
+5,437
+15% +$58.3K ﹤0.01% 1645
2025
Q2 		$375K Buy
37,104
+16,793
+83% +$155K ﹤0.01% 1575
2025
Q1 		$200K Buy
+20,311
New +$213K ﹤0.01% 1753

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

Focus Partners Wealth's GTM Position: Q1 2026 in Review

Focus Partners Wealth increased its ZoomInfo Technologies (GTM) stake by 246% in Q1 2026, buying an estimated $1.09M and bringing the position to 209,090 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Focus Partners Wealth first reported a position in GTM in Q1 2025 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Focus Partners Wealth held 209,090 shares of ZoomInfo Technologies worth $1.27M as of Q1 2026.
  • Focus Partners Wealth bought 148,614 ZoomInfo Technologies shares in Q1 2026, an estimated $1.09M.
  • ZoomInfo Technologies made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1512 holding.
  • Focus Partners Wealth first reported a position in ZoomInfo Technologies in Q1 2025 and has held it in 5 quarters since.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.