Private Wealth Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Private Wealth Asset Management’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	$18.2K	Buy	+6,200	New	+$27.9K	﹤0.01%	589

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

Private Wealth Asset Management's GTM Position: Q2 2026 in Review

Private Wealth Asset Management opened a new position in ZoomInfo Technologies (GTM) in Q2 2026: 6,200 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Private Wealth Asset Management held 6,200 shares of ZoomInfo Technologies worth $18.2K as of Q2 2026.
ZoomInfo Technologies was a new Private Wealth Asset Management position in Q2 2026.
ZoomInfo Technologies made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #589 holding.
331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.