MWM
GTM

Mission Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Mission Wealth 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
Q2 		$116K Buy
39,733
+4,842
+14% +$21.8K ﹤0.01% 1046
2026
Q1 		$209K Buy
34,891
+89
+0.3% +$654 ﹤0.01% 697
2025
Q4 		$354K Sell
34,802
-1,818
-5% -$18.7K 0.01% 574
2025
Q3 		$400K Buy
+36,620
New +$393K 0.01% 538
2025
Q2 		– Sell
-41,991
Closed -$420K – 715
2025
Q1 		$420K Buy
41,991
+6,215
+17% +$65.2K 0.01% 499
2024
Q4 		$376K Sell
35,776
-2,290
-6% -$24.5K 0.01% 501
2024
Q3 		$393K Buy
38,066
+2,868
+8% +$30K 0.01% 480
2024
Q2 		$449K Buy
35,198
+7,258
+26% +$102K 0.01% 435
2024
Q1 		$448K Buy
27,940
+4,963
+22% +$80.8K 0.01% 465
2023
Q4 		$425K Buy
22,977
+3,696
+19% +$58K 0.01% 408
2023
Q3 		$316K Buy
19,281
+2,120
+12% +$43.3K 0.01% 438
2023
Q2 		$436K Buy
17,161
+1,809
+12% +$42.8K 0.02% 371
2023
Q1 		$379K Sell
15,352
-280
-2% -$7.18K 0.02% 396
2022
Q4 		$471K Buy
15,632
+862
+6% +$29.8K 0.02% 329
2022
Q3 		$615K Buy
14,770
+687
+5% +$29.2K 0.03% 261
2022
Q2 		$468K Buy
14,083
+5,550
+65% +$245K 0.02% 308
2022
Q1 		$509K Buy
8,533
+2,903
+52% +$156K 0.02% 307
2021
Q4 		$361K Buy
5,630
+175
+3% +$11.7K 0.02% 387
2021
Q3 		$334K Buy
+5,455
New +$326K 0.02% 387

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

Mission Wealth Management's GTM Position: Q2 2026 in Review

Mission Wealth Management increased its ZoomInfo Technologies (GTM) stake by 14% in Q2 2026, buying an estimated $21.8K and bringing the position to 39,733 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Mission Wealth Management first reported a position in GTM in Q3 2021 and has held it in 19 quarters since. The position peaked at $615K in Q3 2022. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Mission Wealth Management held 39,733 shares of ZoomInfo Technologies worth $116K as of Q2 2026.
  • Mission Wealth Management bought 4,842 ZoomInfo Technologies shares in Q2 2026, an estimated $21.8K.
  • ZoomInfo Technologies made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1046 holding.
  • Mission Wealth Management first reported a position in ZoomInfo Technologies in Q3 2021 and has held it in 19 quarters since.
  • Mission Wealth Management's ZoomInfo Technologies position peaked at $615K in Q3 2022.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.