HWM
GTM

HB Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

HB Wealth Management’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 		$54.6K Buy
18,627
+5,279
+40% +$23.7K ﹤0.01% 1677
2026
Q1 		$79.8K Buy
+13,348
New +$98.2K ﹤0.01% 1512

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 $3.37T AUM 44.26% 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

HB Wealth Management's GTM Position: Q2 2026 in Review

HB Wealth Management increased its ZoomInfo Technologies (GTM) stake by 40% in Q2 2026, buying an estimated $23.7K and bringing the position to 18,627 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

HB Wealth Management first reported a position in GTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $79.8K in Q1 2026. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • HB Wealth Management held 18,627 shares of ZoomInfo Technologies worth $54.6K as of Q2 2026.
  • HB Wealth Management bought 5,279 ZoomInfo Technologies shares in Q2 2026, an estimated $23.7K.
  • ZoomInfo Technologies made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1677 holding.
  • HB Wealth Management first reported a position in ZoomInfo Technologies in Q1 2026 and has held it in 2 quarters since.
  • HB Wealth Management's ZoomInfo Technologies position peaked at $79.8K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.