PWPS
GTM

Pinnacle Wealth Planning Services’s ZoomInfo Technologies GTM Stock Holding History

Pinnacle Wealth Planning Services’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 		$24.4K Buy
8,326
+73
+0.9% +$328 ﹤0.01% 1692
2026
Q1 		$49.4K Buy
8,253
+8,011
+3,310% +$58.9K 0.01% 1214
2025
Q4 		$2.46K Buy
+242
New +$2.49K ﹤0.01% 2439

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's GTM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its ZoomInfo Technologies (GTM) stake by 0.88% in Q2 2026, buying an estimated $328 and bringing the position to 8,326 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Pinnacle Wealth Planning Services first reported a position in GTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.4K in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 8,326 shares of ZoomInfo Technologies worth $24.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 73 ZoomInfo Technologies shares in Q2 2026, an estimated $328.
  • ZoomInfo Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1692 holding.
  • Pinnacle Wealth Planning Services first reported a position in ZoomInfo Technologies in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's ZoomInfo Technologies position peaked at $49.4K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.