Operose Advisors’s ZoomInfo Technologies GTM Stock Holding History

Operose 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	$636	Hold	217	–	–	﹤0.01%	496
2026 Q1	$1.3K	Hold	217	–	–	﹤0.01%	526
2025 Q4	$2.21K	Hold	217	–	–	﹤0.01%	433
2025 Q3	$2.37K	Hold	217	–	–	﹤0.01%	407
2025 Q2	$2.2K	Hold	217	–	–	﹤0.01%	378
2025 Q1	$2.17K	Hold	217	–	–	﹤0.01%	360
2024 Q4	$2.28K	Hold	217	–	–	﹤0.01%	391
2024 Q3	$2.24K	Hold	217	–	–	﹤0.01%	571
2024 Q2	$2.77K	Hold	217	–	–	﹤0.01%	527
2024 Q1	$3.48K	Hold	217	–	–	﹤0.01%	560
2023 Q4	$4.01K	Hold	217	–	–	﹤0.01%	535
2023 Q3	$3.56K	Buy	217 +17	+9%	+$347	﹤0.01%	678
2023 Q2	$5.08K	Hold	200	–	–	﹤0.01%	313
2023 Q1	$4.94K	Buy	+200	New	+$5.13K	﹤0.01%	301

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

Operose Advisors's GTM Position: Q2 2026 in Review

Operose Advisors held its ZoomInfo Technologies (GTM) position steady in Q2 2026 at 217 shares worth $636. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Operose Advisors first reported a position in GTM in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.08K in Q2 2023. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Operose Advisors held 217 shares of ZoomInfo Technologies worth $636 as of Q2 2026.
Operose Advisors left its ZoomInfo Technologies share count unchanged in Q2 2026.
ZoomInfo Technologies made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #496 holding.
Operose Advisors first reported a position in ZoomInfo Technologies in Q1 2023 and has held it in 14 quarters since.
Operose Advisors's ZoomInfo Technologies position peaked at $5.08K in Q2 2023.
331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

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