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
Q2 		$218K Buy
74,340
+40,629
+121% +$183K ﹤0.01% 2185
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 $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

Integrated Wealth Concepts's GTM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its ZoomInfo Technologies (GTM) stake by 121% in Q2 2026, buying an estimated $183K and bringing the position to 74,340 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Integrated Wealth Concepts first reported a position in GTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $276K in Q2 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Integrated Wealth Concepts held 74,340 shares of ZoomInfo Technologies worth $218K as of Q2 2026.
  • Integrated Wealth Concepts bought 40,629 ZoomInfo Technologies shares in Q2 2026, an estimated $183K.
  • ZoomInfo Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2185 holding.
  • Integrated Wealth Concepts first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's ZoomInfo Technologies position peaked at $276K in Q2 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

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