PMFA
GTM icon

Plante Moran Financial Advisors’s ZoomInfo Technologies GTM Stock Holding History

Plante Moran Financial 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 		$284 Buy
+97
New +$436 ﹤0.01% 1333
2024
Q1 		– Sell
-132
Closed -$2.44K – 938
2023
Q4 		$2.44K Buy
+132
New +$2.07K ﹤0.01% 707

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's GTM Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 97 shares worth $284. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in GTM as recently as Q4 2023.

Plante Moran Financial Advisors first reported a position in GTM in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.44K in Q4 2023. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Plante Moran Financial Advisors held 97 shares of ZoomInfo Technologies worth $284 as of Q2 2026.
  • ZoomInfo Technologies was a new Plante Moran Financial Advisors position in Q2 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1333 holding.
  • Plante Moran Financial Advisors first reported a position in ZoomInfo Technologies in Q4 2023 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's ZoomInfo Technologies position peaked at $2.44K in Q4 2023.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.