IA
GTM

IFP Advisors’s ZoomInfo Technologies GTM Stock Holding History

IFP Advisors’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 		$39.2K Buy
13,364
+9,750
+270% +$43.8K ﹤0.01% 2553
2026
Q1 		$21.6K Buy
3,614
+2,261
+167% +$16.6K ﹤0.01% 2735
2025
Q4 		$13.8K Sell
1,353
-194
-13% -$2K ﹤0.01% 2907
2025
Q3 		$16.9K Sell
1,547
-89
-5% -$954 ﹤0.01% 2664
2025
Q2 		$16.6K Buy
1,636
+1,363
+499% +$12.6K ﹤0.01% 2641
2025
Q1 		$3.81K Sell
273
-1,773
-87% -$18.6K ﹤0.01% 2941
2024
Q4 		$22.6K Sell
2,046
-1,112
-35% -$11.9K ﹤0.01% 2193
2024
Q3 		$32.6K Sell
3,158
-3,144
-50% -$32.9K ﹤0.01% 1920
2024
Q2 		$80.5K Buy
6,302
+897
+17% +$12.5K ﹤0.01% 1451
2024
Q1 		$86.6K Buy
+5,405
New +$88K ﹤0.01% 1353
2023
Q4 		– Sell
-4,945
Closed -$77.5K – 467
2023
Q3 		$81.1K Sell
4,945
-12,900
-72% -$264K ﹤0.01% 1357
2023
Q2 		$453K Buy
17,845
+13,900
+352% +$329K 0.02% 691
2023
Q1 		$134K Sell
3,945
-7,961
-67% -$204K 0.01% 1109
2022
Q4 		$406K Sell
11,906
-1,899
-14% -$65.6K 0.01% 991
2022
Q3 		$471K Buy
13,805
+469
+4% +$19.9K 0.01% 959
2022
Q2 		$454K Hold
13,336
– – 0.01% 895
2022
Q1 		$454K Buy
13,336
+3,641
+38% +$195K 0.01% 895
2021
Q4 		$621K Sell
9,695
-168
-2% -$11.2K 0.01% 520
2021
Q3 		$605K Buy
9,863
+2,554
+35% +$153K 0.01% 533
2021
Q2 		$380K Buy
7,309
+7,269
+18,173% +$342K 0.01% 636
2021
Q1 		$2K Sell
40
-1,293
-97% -$64.9K ﹤0.01% 2728
2020
Q4 		$64K Buy
1,333
+1,293
+3,233% +$55.7K ﹤0.01% 1338
2020
Q3 		$2K Hold
40
– – ﹤0.01% 2534
2020
Q2 		$2K Buy
+40
New +$1.91K ﹤0.01% 2438

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

IFP Advisors's GTM Position: Q2 2026 in Review

IFP Advisors increased its ZoomInfo Technologies (GTM) stake by 270% in Q2 2026, buying an estimated $43.8K and bringing the position to 13,364 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

IFP Advisors first reported a position in GTM in Q2 2020 and has held it in 24 quarters since. The position peaked at $621K in Q4 2021. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • IFP Advisors held 13,364 shares of ZoomInfo Technologies worth $39.2K as of Q2 2026.
  • IFP Advisors bought 9,750 ZoomInfo Technologies shares in Q2 2026, an estimated $43.8K.
  • ZoomInfo Technologies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2553 holding.
  • IFP Advisors first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 24 quarters since.
  • IFP Advisors's ZoomInfo Technologies position peaked at $621K in Q4 2021.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.