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 Q2	$9	Sell	3 -3,283	-100%	-$14.8K	﹤0.01%	3737
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 $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Larson Financial Group's GTM Position: Q2 2026 in Review

Larson Financial Group reduced its ZoomInfo Technologies (GTM) stake by 100% in Q2 2026, selling an estimated $14.8K and leaving 3 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #3737.

Larson Financial Group first reported a position in GTM in Q4 2020 and has held it in 13 quarters since. The position peaked at $19.6K in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Larson Financial Group held 3 shares of ZoomInfo Technologies worth $9 as of Q2 2026.
Larson Financial Group sold 3,283 ZoomInfo Technologies shares in Q2 2026, an estimated $14.8K.
ZoomInfo Technologies made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3737 holding.
Larson Financial Group first reported a position in ZoomInfo Technologies in Q4 2020 and has held it in 13 quarters since.
Larson Financial Group's ZoomInfo Technologies position peaked at $19.6K in Q1 2026.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.