Physician Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Physician Wealth 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	$507	Sell	173 -220	-56%	-$989	﹤0.01%	2123
2026 Q1	$2.35K	Buy	393 +268	+214%	+$1.97K	﹤0.01%	1280
2025 Q4	$1.27K	Hold	125	–	–	﹤0.01%	1497
2025 Q3	$1.36K	Hold	125	–	–	﹤0.01%	1402
2025 Q2	$1.26K	Buy	125 +33	+36%	+$305	﹤0.01%	1241
2025 Q1	$920	Buy	+92	New	+$965	﹤0.01%	1134

Other funds holding GTM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's GTM Position: Q2 2026 in Review

Physician Wealth Advisors reduced its ZoomInfo Technologies (GTM) stake by 56% in Q2 2026, selling an estimated $989 and leaving 173 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Physician Wealth Advisors first reported a position in GTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.35K in Q1 2026. 84 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Physician Wealth Advisors held 173 shares of ZoomInfo Technologies worth $507 as of Q2 2026.
Physician Wealth Advisors sold 220 ZoomInfo Technologies shares in Q2 2026, an estimated $989.
ZoomInfo Technologies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2123 holding.
Physician Wealth Advisors first reported a position in ZoomInfo Technologies in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's ZoomInfo Technologies position peaked at $2.35K in Q1 2026.
84 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

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