Focus Partners Wealth
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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
Q2 		– Sell
-209,090
Closed -$1.27M – 2986
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 $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

Focus Partners Wealth's GTM Position: Q2 2026 in Review

Focus Partners Wealth sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 209,090 shares — an estimated $1.27M sold.

Focus Partners Wealth first reported a position in GTM in Q1 2025 and held it in 5 quarters. The position peaked at $1.27M in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Focus Partners Wealth reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 209,090 ZoomInfo Technologies shares in Q2 2026, an estimated $1.27M.
  • Focus Partners Wealth first reported a position in ZoomInfo Technologies in Q1 2025 and held it in 5 quarters.
  • Focus Partners Wealth's ZoomInfo Technologies position peaked at $1.27M in Q1 2026.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.