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GTM

NewEdge Advisors’s ZoomInfo Technologies GTM Stock Holding History

NewEdge Advisors’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 		$39.4K Buy
13,440
+13,260
+7,367% +$59.6K ﹤0.01% 3180
2026
Q1 		$1.08K Buy
+180
New +$1.32K ﹤0.01% 3896
2024
Q2 		– Sell
-22
Closed -$353 – 4028
2024
Q1 		$353 Hold
22
– – ﹤0.01% 3618
2023
Q4 		$407 Buy
+22
New +$345 ﹤0.01% 3552
2023
Q2 		– Sell
-34
Closed -$840 – 3652
2023
Q1 		$840 Sell
34
-72
-68% -$1.85K ﹤0.01% 3183
2022
Q4 		$3.19K Buy
+106
New +$3.66K ﹤0.01% 2721
2020
Q3 		– Sell
-13,950
Closed -$712K – 990
2020
Q2 		$712K Buy
+13,950
New +$667K 0.03% 452

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
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
VCM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

NewEdge Advisors's GTM Position: Q2 2026 in Review

NewEdge Advisors increased its ZoomInfo Technologies (GTM) stake by 7,367% in Q2 2026, buying an estimated $59.6K and bringing the position to 13,440 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

NewEdge Advisors first reported a position in GTM in Q2 2020 and has held it in 7 quarters since. The position peaked at $712K in Q2 2020. 238 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • NewEdge Advisors held 13,440 shares of ZoomInfo Technologies worth $39.4K as of Q2 2026.
  • NewEdge Advisors bought 13,260 ZoomInfo Technologies shares in Q2 2026, an estimated $59.6K.
  • ZoomInfo Technologies made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3180 holding.
  • NewEdge Advisors first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 7 quarters since.
  • NewEdge Advisors's ZoomInfo Technologies position peaked at $712K in Q2 2020.
  • 238 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.