MAM
GTM icon

Marquette Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Marquette Asset Management’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
Q3 		$3.37K Hold
890
– – ﹤0.01% 434
2026
Q2 		$2.61K Sell
890
-977
-52% -$4.39K ﹤0.01% 545
2026
Q1 		$11.2K Buy
1,867
+744
+66% +$5.47K ﹤0.01% 233
2025
Q4 		$11.4K Buy
1,123
+787
+234% +$8.1K ﹤0.01% 213
2025
Q3 		$3.67K Buy
+336
New +$3.6K ﹤0.01% 391

Other funds holding GTM

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Marquette Asset Management's GTM Position: Q3 2026 in Review

Marquette Asset Management held its ZoomInfo Technologies (GTM) position steady in Q3 2026 at 890 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Marquette Asset Management first reported a position in GTM in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.4K in Q4 2025. 10 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • Marquette Asset Management held 890 shares of ZoomInfo Technologies worth $3.37K as of Q3 2026.
  • Marquette Asset Management left its ZoomInfo Technologies share count unchanged in Q3 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #434 holding.
  • Marquette Asset Management first reported a position in ZoomInfo Technologies in Q3 2025 and has held it in 5 quarters since.
  • Marquette Asset Management's ZoomInfo Technologies position peaked at $11.4K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.