Moisand Fitzgerald Tamayo’s ZoomInfo Technologies GTM Stock Holding History

Moisand Fitzgerald Tamayo’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
2025 Q2	–	Sell	-100	Closed	-$1K	–	597
2025 Q1	$1K	Hold	100	–	–	﹤0.01%	540
2024 Q4	$1.05K	Hold	100	–	–	﹤0.01%	555
2024 Q3	$1.03K	Hold	100	–	–	﹤0.01%	570
2024 Q2	$1.28K	Hold	100	–	–	﹤0.01%	529
2024 Q1	$1.6K	Hold	100	–	–	﹤0.01%	506
2023 Q4	$1.85K	Hold	100	–	–	﹤0.01%	557
2023 Q3	$1.64K	Hold	100	–	–	﹤0.01%	590
2023 Q2	$2.54K	Hold	100	–	–	﹤0.01%	502
2023 Q1	$2.47K	Hold	100	–	–	﹤0.01%	518
2022 Q4	$3.01K	Hold	100	–	–	﹤0.01%	479
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	417
2022 Q2	$3K	Buy	+100	New	+$4.41K	﹤0.01%	383
2022 Q1	–	Sell	-100	Closed	-$6K	–	671
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	294
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	287
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	322
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	269
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	269
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	267
2020 Q2	$5K	Buy	+100	New	+$4.78K	﹤0.01%	228

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Moisand Fitzgerald Tamayo's GTM Position: Q2 2025 in Review

Moisand Fitzgerald Tamayo sold out of ZoomInfo Technologies (GTM) in Q2 2025, closing a stake of 100 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in GTM in Q2 2020 and held it in 19 quarters. The position peaked at $6K in Q4 2021. 353 funds tracked by Wall St. Rank hold GTM as of Q2 2025.

Moisand Fitzgerald Tamayo reported no remaining ZoomInfo Technologies position as of Q2 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 100 ZoomInfo Technologies shares in Q2 2025, an estimated $1K.
Moisand Fitzgerald Tamayo first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 19 quarters.
Moisand Fitzgerald Tamayo's ZoomInfo Technologies position peaked at $6K in Q4 2021.
353 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2025, filed 16 Jul 2025.