Global Retirement Partners’s ZoomInfo Technologies GTM Stock Holding History

Global Retirement Partners’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	$6.01K	Buy	+2,053	New	+$9.23K	﹤0.01%	3635
2025 Q4	$25.6K	Buy	2,513 +2,289	+1,022%	+$23.6K	﹤0.01%	2761
2025 Q3	$2.44K	Sell	224 -1	-0.4%	-$11	﹤0.01%	3248
2025 Q2	$2.28K	Buy	+225	New	+$2.08K	﹤0.01%	3198
2024 Q4	$3.81K	Buy	362 +194	+115%	+$2.07K	﹤0.01%	2812
2024 Q3	$1.73K	Sell	168 -174	-51%	-$1.82K	﹤0.01%	2987
2024 Q2	$4.37K	Buy	342 +127	+59%	+$1.78K	﹤0.01%	2673
2024 Q1	$3.45K	Buy	215 +87	+68%	+$1.42K	﹤0.01%	2547
2023 Q4	$1.96K	Buy	128 +41	+47%	+$643	﹤0.01%	2683
2023 Q3	$1.46K	Buy	87 +21	+32%	+$429	﹤0.01%	2654
2023 Q2	$1.68K	Buy	66 +11	+20%	+$260	﹤0.01%	2610
2023 Q1	$1.18K	Sell	55 -9	-14%	-$231	﹤0.01%	2683
2022 Q4	$1.93K	Buy	64 +9	+16%	+$311	﹤0.01%	2376
2022 Q3	$2K	Buy	+55	New	+$2.34K	﹤0.01%	2334
2020 Q3	–	Sell	-300	Closed	-$15K	–	1737
2020 Q2	$15K	Buy	+300	New	+$14.3K	﹤0.01%	1004

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

Global Retirement Partners's GTM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 2,053 shares worth $6.01K. The stake represents ﹤0.01% of the portfolio and ranks #3635 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GTM as recently as Q4 2025.

Global Retirement Partners first reported a position in GTM in Q2 2020 and has held it in 15 quarters since. The position peaked at $25.6K in Q4 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Global Retirement Partners held 2,053 shares of ZoomInfo Technologies worth $6.01K as of Q2 2026.
ZoomInfo Technologies was a new Global Retirement Partners position in Q2 2026.
ZoomInfo Technologies made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3635 holding.
Global Retirement Partners first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 15 quarters since.
Global Retirement Partners's ZoomInfo Technologies position peaked at $25.6K in Q4 2025.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.