QFW
GTM

QTR Family Wealth’s ZoomInfo Technologies GTM Stock Holding History

QTR Family 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 		$65K Buy
+11,226
New +$82.6K 0.03% 284

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

QTR Family Wealth's GTM Position: Q1 2026 in Review

QTR Family Wealth opened a new position in ZoomInfo Technologies (GTM) in Q1 2026: 11,226 shares worth $65K. The stake represents 0.03% of the portfolio and ranks #284 among its holdings.

361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • QTR Family Wealth held 11,226 shares of ZoomInfo Technologies worth $65K as of Q1 2026.
  • ZoomInfo Technologies was a new QTR Family Wealth position in Q1 2026.
  • ZoomInfo Technologies made up 0.03% of QTR Family Wealth's portfolio in Q1 2026, its #284 holding.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.