Larson Financial Group’s ZoomInfo Technologies GTM Stock Holding History

Larson Financial Group’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	$19.6K	Buy	3,286 +2,675	+438%	+$19.7K	﹤0.01%	1859
2025 Q4	$6.21K	Buy	611 +198	+48%	+$2.04K	﹤0.01%	2368
2025 Q3	$4.51K	Buy	413 +54	+15%	+$579	﹤0.01%	2397
2025 Q2	$3.63K	Buy	359 +253	+239%	+$2.34K	﹤0.01%	2201
2025 Q1	$1.06K	Buy	+106	New	+$1.11K	﹤0.01%	2374
2024 Q4	–	Sell	-45	Closed	-$464	–	2934
2024 Q3	$464	Hold	45	–	–	﹤0.01%	2143
2024 Q2	$575	Buy	+45	New	+$630	﹤0.01%	1812
2023 Q4	–	Sell	-43	Closed	-$705	–	1913
2023 Q3	$705	Buy	+43	New	+$879	﹤0.01%	1543
2022 Q1	–	Sell	-6	Closed	–	–	1187
2021 Q4	$0	Buy	+6	New	+$402	﹤0.01%	1188
2021 Q3	–	Sell	-86	Closed	-$4K	–	960
2021 Q2	$4K	Hold	86	–	–	﹤0.01%	665
2021 Q1	$4K	Hold	86	–	–	﹤0.01%	657
2020 Q4	$4K	Buy	+86	New	+$3.7K	﹤0.01%	588

Other funds holding GTM

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Larson Financial Group's GTM Position: Q1 2026 in Review

Larson Financial Group increased its ZoomInfo Technologies (GTM) stake by 438% in Q1 2026, buying an estimated $19.7K and bringing the position to 3,286 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Larson Financial Group first reported a position in GTM in Q4 2020 and has held it in 12 quarters since. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Larson Financial Group held 3,286 shares of ZoomInfo Technologies worth $19.6K as of Q1 2026.
Larson Financial Group bought 2,675 ZoomInfo Technologies shares in Q1 2026, an estimated $19.7K.
ZoomInfo Technologies made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1859 holding.
Larson Financial Group first reported a position in ZoomInfo Technologies in Q4 2020 and has held it in 12 quarters since.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.