IWC
GTM

Integrated Wealth Concepts’s ZoomInfo Technologies GTM Stock Holding History

Integrated Wealth Concepts’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 		$202K Buy
+33,711
New +$248K ﹤0.01% 2112
2025
Q4 		– Sell
-19,489
Closed -$213K – 2060
2025
Q3 		$213K Sell
19,489
-7,765
-28% -$83.2K ﹤0.01% 1821
2025
Q2 		$276K Buy
+27,254
New +$252K ﹤0.01% 1594

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

Integrated Wealth Concepts's GTM Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in ZoomInfo Technologies (GTM) in Q1 2026: 33,711 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2112 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in GTM as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in GTM in Q2 2025 and has held it in 3 quarters since. The position peaked at $276K in Q2 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Integrated Wealth Concepts held 33,711 shares of ZoomInfo Technologies worth $202K as of Q1 2026.
  • ZoomInfo Technologies was a new Integrated Wealth Concepts position in Q1 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2112 holding.
  • Integrated Wealth Concepts first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's ZoomInfo Technologies position peaked at $276K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

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