PPW
GTM

Parcion Private Wealth’s ZoomInfo Technologies GTM Stock Holding History

Parcion Private Wealth’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
Q1 		– Sell
-10,206
Closed -$104K – 487
2025
Q4 		$104K Sell
10,206
-2,059
-17% -$21.2K 0.01% 415
2025
Q3 		$134K Sell
12,265
-1,358
-10% -$14.6K 0.01% 350
2025
Q2 		$138K Buy
+13,623
New +$126K 0.01% 291

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Parcion Private Wealth's GTM Position: Q1 2026 in Review

Parcion Private Wealth sold out of ZoomInfo Technologies (GTM) in Q1 2026, closing a stake of 10,206 shares — an estimated $104K sold.

Parcion Private Wealth first reported a position in GTM in Q2 2025 and held it in 3 quarters. The position peaked at $138K in Q2 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Parcion Private Wealth reported no remaining ZoomInfo Technologies position as of Q1 2026 after selling out during the quarter.
  • Parcion Private Wealth sold 10,206 ZoomInfo Technologies shares in Q1 2026, an estimated $104K.
  • Parcion Private Wealth first reported a position in ZoomInfo Technologies in Q2 2025 and held it in 3 quarters.
  • Parcion Private Wealth's ZoomInfo Technologies position peaked at $138K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.